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Libertas Wealth Management Group, Inc.

EST. AUM
$163,057,705

CONTACTS
2

CLIENT ACCOUNTS
1,184

Firm Details

Metro area Columbus
CRD Number 157769
Website libertaswealth.com
Client types

Overview

Libertas Wealth Management Group is a fiduciary, fee-only Registered Investment Advisory (RIA) firm based in Columbus, Ohio. Established in 2004, the firm offers comprehensive financial planning and investment management services, specializing in retirement planning, estate and charitable planning, and business succession strategies. As fiduciaries, they are legally obligated to act in their clients' best interests, providing transparent and personalized advice. Libertas Wealth Management serves a diverse clientele, including business owners, career professionals, and individuals seeking to secure their financial futures. Their holistic approach ensures that each client's unique financial goals are addressed with integrity and expertise.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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