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Liberty Financial Group

EST. AUM
$194,317,321

CONTACTS
6

CLIENT ACCOUNTS
766

Firm Details

Metro area Milwaukee
CRD Number 111272
Website lfgwi.com
Client types

Overview

Liberty Financial Group, Inc. is a fee-only, fiduciary financial planning and investment management firm serving clients from its Elm Grove, Wisconsin office. The firm states it is paid only by clients (no commissions, referral fees, or outside compensation) and provides financial planning and portfolio management in clients’ best interests. Its services include retirement planning, financial life planning, investment management, and tax planning. The firm describes a diversified, total-portfolio approach that incorporates a client’s broader balance sheet (including real estate and business interests), and it emphasizes ongoing plan updates as goals and circumstances evolve.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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