The Liddy Group is a wealth management firm located in San Diego, CA, specializing in providing customized financial strategies and advice to high-net-worth individuals, families, foundations, and businesses. Led by Courtney McDonald Liddy, a Managing Director-Wealth Management with nearly two decades of experience, the firm focuses on building lasting relationships with clients through a commitment to quality client service and a comprehensive range of services, including concentrated stock strategies, liability management, estate planning, and institutional money management.
The Liddy Group is recognized for its industry expertise and has received numerous accolades, including being named among Barron's Top 1,200 Financial Advisors and Top 100 Women Advisors. The firm's team of professionals is dedicated to understanding clients' priorities and concerns, helping them define their life goals, and providing tailored strategies to confidently pursue those goals. With a strong emphasis on community service, the Liddy Group is actively involved in various charitable organizations and has received recognition for its leadership in San Diego business.
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