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228 East McMurray Road, Suite A, McMurray, PA 15317

724-942-3340
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About Us

Live Well & Enjoy The Wealth You’ve Worked For

At Ivana Liberatore CPA, CFP® & Associates, we believe financial planning should simplify your decisions and enrich your life. Led by a CPA and CFP® professional, our independent tax and financial planning firm blends a tax-intelligent approach, fiduciary care and data-driven guidance to help you feel confident about spending, saving, and sharing your wealth. We serve individuals and families across the U.S., with the principles and care that have defined our firm since its founding.

Our Multigenerational Team & Perspective

Our family team spans multiple generations, bringing both seasoned experience and fresh perspective to your planning. We work closely with you and your family to build continuity, trust, and understanding that carry forward for decades to come. It’s a team dynamic that reflects how our clients actually live—connected across ages and stages of life.

Ivana Liberatore

Ivana Liberatore CPA, CFP®

Financial Planner and Wealth Advisor

724-942-3340

Joanne Cowden

Joanne Cowden

Client Relations Manager

724-942-3340

Laura Liberatore Capan

Laura Liberatore Capan, MBA

Financial Planner

724-942-3340

Matthew Liberatore

Matthew Liberatore M.S.

Integrated Tax & Wealth Solutions For A Smarter Tomorrow

Integrated Tax & Wealth Solutions For A Smarter Tomorrow

Our CPA-led wealth management perspective goes beyond annual filings to address how tax decisions impact your entire financial picture. By combining tax and wealth planning under one roof, we take a coordinated approach to financial decision‑making and develop recommendations aligned with your goals, time horizon, and individual circumstances.

Data-Driven Guidance To Stay On Track To Your Long-Term Goals

Data-Driven Guidance To Stay On Track To Your Long-Term Goals

Numbers tell a story. We translate them into strategies you can understand and act on. Our team uses advanced planning tools and a bucket approach to help you clearly visualize your wealth. We equip you to make better decisions through every market cycle and life stage.

Speak With A Neighborhood Advisor To Learn How We Help You Reach Your Goal

Our business is built on a foundation of thoughtful client relationships. 

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Our Core Values

Our work is guided by the principles that have shaped our firm for decades.

Integrate Tax-Intelligence

With CPA and CFP® designations, we integrate tax and financial planning into every recommendation. The result is more income you can keep today and a smarter legacy tomorrow.

Data-Driven Guidance

We start a good understanding of where you are and where you want to be. Using your numbers and sophictacted technology, we make sense of the data and create a plan. We explain it so that you fully understand what we recommend, why it will help you achieve your goals and how we will implement.

Guide The Whole Family

Our family team brings first-hand insight to intergenerational stewardship. We create an inclusive, family-centered experience where your whole household feels seen and supported.

Live With Confidence

We provide balance about spending now determines savings and how much you can spend in retirement—so you can enjoy the life and money you’ve earned. We provide you with financial clarity to enjoy today while protecting tomorrow.

Supported By Cetera Teams

As part of the broader Cetera Financial Group network, we have access to three specialist teams that strengthen our work.

Advanced
Planning Team

Estate, tax, and business succession strategy for complex cases.

Explore Team

Investment Management Team

Research, risk management, and long-term portfolio performance.

Explore Team

Plan Design
Team

Retirement plan creation, executive benefits, and solutions for employers.

Explore Team

Our affiliation with Avantax Wealth Management allows us to deliver the personal attention of a boutique firm backed by a national network of professionals and resources.

Explore Avantax

Family-Centered, Integrated Tax & Wealth Guidance

Discover Our Approach

Feel Confident In Your Decisions Throughout Life

Who We Serve

Our Credentialed, Multigenerational Professionals

Contact Us Today