What Lichtenstein Financial does

Lichtenstein Financial was a privately held wealth management and tax services firm headquartered in Glastonbury, United States, operating with 1–10 employees under founder Brian Lichtenstein. The firm served individual clients and families with a dual offering spanning comprehensive wealth management — including financial planning and investment advisory — and a full suite of tax services covering preparation, advisory, and consulting. Distribution was conducted through direct client relationships rather than formal marketing or channel partnerships, consistent with a boutique advisory practice model. Pricing, fee schedules, and AUM figures are not publicly disclosed, and no technology platform, proprietary systems, or AI capabilities are described in the available data.

In 2026, Lichtenstein Financial was acquired by Moneco Advisors and is transitioning to operate under the Moneco Advisors brand, continuing to serve clients from the same Glastonbury location. The successor structure splits the legacy practice into two service lines: Moneco Advisors for wealth management (redirecting clients to monecoadvisors.com) and Moneco Tax Services for tax preparation, services, and consulting (redirecting clients to monecotax.com, which includes a dedicated client portal). This restructuring preserves the client relationships, planning continuity, and decades of advisory work associated with Brian Lichtenstein while formally separating the wealth and tax functions into distinct branded entities.

On a standalone basis, Lichtenstein Financial is no longer an independent operating company; its revenue, headcount, and client base are now subsumed under the Moneco Advisors platform. No information on ownership structure, cap table, employee composition beyond the founder, geographic footprint beyond Glastonbury, certifications, or regulatory registrations is available in the source data. The most material analytical implication is that the standalone equity story for "Lichtenstein Financial" is effectively closed, and any forward-looking investment assessment must be conducted at the Moneco Advisors platform level.

Name

Lichtenstein Financial

Website

https://lichtensteinfinancial.com

Company type

Private

Operating status

Acquired

Headcount range

1–10 employees

Short description

Lichtenstein Financial is a Glastonbury, Connecticut-based wealth management and tax services firm serving individual clients and families. As of 2026, it is being acquired by and transitioned into the Moneco Advisors platform, splitting into Moneco Advisors (wealth) and Moneco Tax (tax services).

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)

Keywords

• Wealth management services
• Tax preparation services
• Financial planning advisory
• Tax consulting services
• Personal financial advisory

Headquarters

HQ city

Glastonbury

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Core offering

Lichtenstein Financial provides wealth management and tax services to individual clients and families. Its wealth management offering covers financial planning, investment advisory, and comprehensive wealth management solutions, while the tax arm provides tax preparation, tax services, and tax consulting. As of 2026, the firm is transitioning these services under the Moneco Advisors and Moneco Tax brands following acquisition by Moneco Advisors.

Product overview

Lichtenstein Financial offers a dual-service wealth management and tax services platform. The company operates through two primary service offerings: Moneco Advisors for comprehensive wealth management and financial planning, and Moneco Tax for tax preparation, tax services, and consulting. As of 2026, the company is transitioning its branding to Moneco Advisors while maintaining both the wealth management and tax service divisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Moneco Advisors Wealth Management Wealth management services providing financial planning, investment advisory, and comprehensive wealth management solutions for individual clients and families transitioning from Lichtenstein Financial.
• Moneco Tax Services Tax preparation, tax services, and tax consulting for individual and business clients, including a client portal for tax-related activities, operated as the tax arm of the successor entity to Lichtenstein Financial.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Moneco AdvisorscoreStrategic or Co-development Partner · 1 January 2026Lichtenstein Financial is now part of Moneco Advisors. The transition begins in 2026, with clients being directed to Moneco Advisors for wealth management services. The partnership builds on the foundations and legacy of Brian Lichtenstein's work and the decades of wealth management provided by Lichtenstein Financial.
• Moneco Tax ServicescoreStrategic or Co-development Partner · 1 January 2026Lichtenstein Financial clients are being transitioned to Moneco Tax Services for tax preparation, tax services, and tax consulting. This represents the tax services arm of the successor entity.

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Edward Jones: Large retail wealth management firm serving individual investors and families across the U.S. Comparable in target client base (individual retail and mass-affluent clients) and service mix of financial planning and advisory.
• H&R Block: National tax preparation services firm with an expanded advisory and wealth management offering. Relevant as a peer on the tax services side and as a broad incumbent in the personal tax and financial planning space.
• Ameriprise Financial: Diversified financial services firm offering wealth management, tax planning, and advisory services. Comparable as an integrated wealth + tax provider serving individual households and small businesses.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors. Comparable as a model for how small wealth management practices integrate with larger platforms.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors in wealth management and tax-related services. Comparable as the infrastructure layer many small RIA firms operate within or alongside.
• Cetera Financial Group: Large broker-dealer and RIA support platform serving independent financial advisors. Comparable in supporting advisor-led wealth management and tax-adjacent services, though operates at a much larger scale than a single practice.

Direct peers

• Fiducient Advisors: Independent advisory firm providing wealth management, investment consulting, and tax-aware planning services. Comparable in offering comprehensive financial planning with tax coordination for individual and institutional clients.
• Carson Group: RIA support and wealth management platform serving independent financial advisors and their clients. Comparable as a hybrid advice platform combining advisor-led wealth management with adjacent tax and business consulting services.
• Mariner Wealth Advisors: Large independent RIA platform offering wealth management, tax planning, and advisory services to individuals and families. Comparable to Lichtenstein Financial in service mix (wealth + tax) and target client base, though at materially larger scale.
• Resource Planning Group: Mid-sized wealth management and tax planning firm offering integrated financial planning, investment advisory, and tax services. Comparable in service mix and target client base (individuals, families, small businesses).

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/lichtenstein-financial-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lichtenstein Financial