Libra Wealth is a boutique, fiduciary advisory firm in San Francisco. We provide integrated Financial Life Planning and Investment Management for a select group of families, entrepreneurs, and executives who value clarity over complexity.
Most firms focus on the "how" of money. We start with the "why." At Libra Wealth, we believe financial planning is a deeply human endeavor. By merging technical rigor (CPA-led tax strategy) with the principles of Life Planning, we help you navigate major transitions with confidence.
Years of combined expertise in tax strategy and financial life planning.
Our dedicated client-to-advisor ratio for proactive attention they deserve.
Integrated seamlessly merging investment management with CPA-led tax planning.
Focusing on the Return on Life, ensuring your wealth serves your well-being.
True wealth is the ability to fully experience your life. Our mission is to remove the noise of the financial industry, providing you with a clear, objective framework to make decisions that honor your values.
Fiduciary Integrity: Always acting in your best interest, without exception.
CPA-Led Rigor: Advanced tax planning is baked into every strategy.
Clarity Over Complexity: Turning overwhelming data into a simple, actionable path.
We envision a future where financial planning isn't just about spreadsheets, but about structural freedom. We aim to be the definitive "Strategic Archive" for our clients—the one call you make for any life transition.
Our multi-disciplinary team combines decades of experience in tax, investment strategy, and behavioral finance.
Mark F. Astrinos
CEO - CPA/PFS, CFP®, RLP®
Christine
Financial Advisor - CFP®, CPWA®
Stephen
Financial Advisor - CFP®
Johanna
Financial Advisor
Mackenzie
Client Service Manager
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