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At Libertas Wealth Management Group our key principle has been the foundation of our company: all financial advice should be provided as if it were to be on the cover page of tomorrow's news. As one of the few, true fiduciary firms in central Ohio, we provide high-touch financial planning, estate planning, business succession planning, and investment management to individuals, couples, and companies. Through a 4-step process, we work with you to build a fully customized financial plan, construct an appropriate investment portfolio, and continually monitor your investments daily. As you join our family of clients, we will passionately construct a path for you to retire worry-free and enjoy the best version of your life. Call us!
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More Business Info

Your Path To Financial Freedom & Lifetime Independence

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Thu:
Fri:
Sat - SunClosed
Extra Phones

Fax: 614-734-7266

Services/Products
  • Retirement Planning
  • Asset & Portfolio Management
  • Cost Containment
  • Estate Management
  • Investment Research
  • Business Planning
  • Estate Planning
  • Credit Reports
  • Guardianships
  • Bonding
  • Financial Management
  • Competitive Analysis
  • Inheritance Planning
  • Trust Management
  • Equity Investments
  • Financial Education Workshops
  • Mergers & Acquisitions
  • Financial Assistants
  • Trusts
  • Financial Advisors
  • Financial Consultants
  • Charitable Trusts
  • Wealth Management
  • Family Financial Planning
  • Stock Investments
  • Financial Planning
  • Asset Management
  • Foreign Bonds
  • Load Funds
  • Mutual Funds
  • Investments
  • SEP Individual Retirement Accounts
  • Bonds
  • Annuities
  • Credit Lines
  • Index Funds
Payment method
discover, amex, cash, visa, master card
Accreditation

Certified Financial Planners

Certified Financial Planner

Chartered Market Technician

Certified Exit Planning Advisor

Other Link

www.libertaswealth.com

Categories
Financial Planning Consultants, Financial Services
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