Morgan Stanley
45yrs
Top advisor by experience in Potomac
2yrs
Liam Desmond
Financial advisor at Wealthspire Advisors
Liam Desmond is a fiduciary financial advisor in Potomac, Maryland, with 2 years in the industry. Liam joined Wealthspire Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wealthspire Advisors reports being paid through a percentage of assets and flat fees.
One of 108 advisors with offices in Potomac, and one of 103 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office12435 Park Potomac Ave, Potomac, MD 20854
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$3.41 million
Advisors at the firm238
States licensed ?1 state
Services through Wealthspire Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowWealthspire AdvisorsCurrent firm
Questions to ask Liam
Tailored to Liam’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Liam
How do I contact Liam?
Call Wealthspire Advisors at (212) 973-1200 and ask for Liam Desmond. Liam works from the Potomac, MD office.
How long has Liam been a financial advisor?
Liam has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Liam hold?
Series 65. Tap any license on this page to see what it allows.
Is Liam a fiduciary?
Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Liam paid?
Wealthspire Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Liam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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