About the Liles Team
The Liles Team offers comprehensive financial planning, including retirement, estate, tax, investments, and more. We focus on assisting high-net-worth individuals, providing a holistic, goals-based approach. Our aim is to preserve wealth across generations, while also helping clients benefit from their successes today. We prioritize the long-term, building strong relationships with our clients so they can enjoy what matters most in their lives. Additionally, we often leverage the power of behavioral coaching and guidance on the emotional aspects of investing, which supports our team’s technical knowledge and experience. By uniting financial education, savvy problem-solving, and data-driven strategies, we build deep and personal relationships with our clients that span generations.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.