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Meet the Team

Meet Your Boston, MA Advisory Team

Retirement and Wealth Planning Specialists – Not Generalists

For over two decades, we have helped people protect their life’s work by providing them with strategies and solutions for their retirement needs.

We are capable of handling the many aspects of retirement planning, such as investment planning, creating your own pension or income plan, protecting assets from future potential nursing home costs, as well as creating estate plans to help protect your assets for your family.

We are not market forecasters.
We are not product salespeople.
We are retirement income strategists.

Sam Liang

Founder | Managing Partner

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John Conley

Investment Advisor Representative | Partner

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Ryan Marston

Investment Advisor Representative | Partner

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Beth Boucher

Director of Client Services

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Adam Blye

Director of Marketing

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Jill Rufo

Administrative Assistant.

FAQs

What does a financial advisor do and how can they help me plan for retirement?

A financial advisor works with you to understand your unique goals and helps develop personalized strategies to save, invest, and grow your assets for retirement. At Rubino & Liang Wealth Partners, our team guides clients through every stage of retirement planning, from creating income plans to protecting your assets and ensuring your family’s future is secure.

If you’re unsure about how to manage your investments, protect your savings from risks like nursing home costs, or want a clear plan for leaving a legacy, working with a financial advisor can bring clarity and confidence. Our team specializes in helping individuals and families in the Boston area create strategies tailored to their needs, regardless of where you are on your retirement journey.

At Rubino & Liang Wealth Partners, we distinguish ourselves by focusing exclusively on retirement planning, limiting the number of new clients to provide personalized service and exceptional value, and investing in industry-leading technology to simplify your life. Our dedicated team of retirement specialists works to ensure you never run out of money, and our retirement plans are designed to give you peace of mind every day of the year.

Connect with our team and take the first step toward a confident retirement journey today!

Fill out the form below to request your Retirement Income Assessment, and a member of our team will be in touch with you soon.

Email Sam

Sam Liang

Founder | Managing Partner

In 1974, at the young age of 9, Sam immigrated with his parents to the US from Hong Kong. He spent his first year in the states learning English while enrolled in elementary school. During his college days at UMass Lowell, he worked many jobs to pay for his tuition and was awarded the prestigious Francis Lowell Cabot award for Young Alumni of the Year.

Sam understands what it means to work hard. That’s why he’s passionate about helping his clients keep what they’ve worked hard for all of their lives so they can enjoy a worry-free retirement. He’s been doing this since 1990. In the early years, when Sam (and now retired partner Richard Rubino) started this company, it was just the two of them, a desk, and a phone.

Fast-forward 25 years, Sam and his partners have helped educate and guide thousands of people from all walks of life to and through retirement. With a full and knowledgeable staff, along with direct relationships with CPAs and lawyers concentrating in estate planning, Rubino & Liang Wealth Partners is always ready to help its clients plan for a comfortable retirement.

Some of Sam’s past achievements include being the recipient of the 1999 Boston Business Journal’s 40 Under 40 award, given to 40 business and civic leaders in the greater Boston area for their outstanding accomplishments in their business communities. In 2000, he also received the prestigious Francis Lowell Cabot award as the Alumni of the Year for the University of Massachusetts – Lowell.

In 1999, Sam was named one of the rising “40 under 40” in greater Boston in the Boston Business Journal. He was also awarded the prestigious Five Star Wealth Manager award. His work has been featured in Forbes, FOX business, Fortune, MSNBC, Money, the Boston Globe, and Boston Herald. Along with Emmy award reporter Susan Wornick, he has contributed to FOX television’s show Around Town, as well as other TV appearances. He’s the co-author of two books, No Blood, No Money and Just Don’t Lose the Money.

Sam’s proudest accomplishment is his family – his wife, Eileen and their four children, Devin, Samantha, Ethan and Harrison. He lives in Bedford, MA, is a member of the board of trustees at Lawrence Academy in Groton, MA and enjoys traveling with his family in his spare time (and attempts to play golf).

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John Conley

Investment Advisory Representative | Partner

John Conley has been with Rubino & Liang since 1996. Before entering the financial industry, John served in the United States Marine Corps from 1990-1994 and achieved the rank of Corporal Non-Commissioned Officer.

With almost 26 years of experience in the industry, John focuses on strategies to help meet the various needs of clients, such as retirement planning, asset accumulation, college funding, and retirement income solutions. He is Series 65 licensed and is a Life advisor in MA, NH, RI, and FL. John provides financial and investment advice and personally manages his clients’ investment portfolios as a fiduciary advisor.

John is a resident of Canton. He and his wife, Suzanne, have four children. John enjoys coaching and attending his kids’ sporting events, volunteering in his community, golfing, and spending time with his family.

John Conley is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.

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Ryan Marston

Investment Advisor Representative | Partner

Ryan Marston joined Rubino & Liang in 2009 so he could help assist pre-retirees and retirees with strategies that get them closer to maintaining a happy, stress-free lifestyle. Ryan is Series 65 licensed, provides financial and investment advice, and personally manages his clients’ investment portfolios as a fiduciary advisor.

After graduating from the University of Connecticut with a major in economics, Ryan entered the financial industry at Bank of America Investment Services. Ryan currently lives in Natick with his wife, Ashley, and son, Cody. In his free time, he enjoys maintaining an active lifestyle, running, golfing, and spending time with his family.

Ryan Marston is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.

Ryan Marston is an Investment Advisor Representative of Retirement Wealth Advisors, Inc. (RWA), 89 Ionia NW, Suite 600, Grand Rapids, MI 49503 (800) 903-2562. Investment Advisory Services are offered through RWA. Rubino and Liang, LLC and RWA are not affiliated.

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Beth Boucher

Director of Client Services

Beth joined the Rubino & Liang family in 2010. Rubino & Liang are proud of their exemplary customer service, and Beth is the person who makes sure we live up to those standards, all the way from processing business to addressing any client concerns or questions.

Beth graduated from Bridgewater State College with a BS in General Management. She lives in Brockton with her husband, three children, and spoiled mini-schnauzer, Penny.

Email Adam

Adam Blye

Director of Marketing

Adam joined the Rubino & Liang team in late 2018 as the marketing manager. An experienced marketer with a background in relationship management and brand awareness – Adam loves helping companies connect with their audience on a deeper level to build trust that benefits both parties, and what better way to do that than helping people with questions about their retirement connect with the team at Rubino & Liang Wealth Partners.

Adam currently lives in North Attleborough with his wife Kristin and their two daughters. He enjoys spending time with his family and friends and tinkering on projects around the house.