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Liberty Ridge Financial

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Harrisburg
CRD Number
Website libertyridgefinancial.com
Client types

Overview

Liberty Ridge Financial is a Mechanicsburg, Pennsylvania-based wealth-management and financial-planning practice operating as a DBA of Ethos Financial Group, LLC. It serves individuals preparing for retirement, emerging-affluent professionals, high-net-worth families, business owners, executives, nonprofits, foundations and institutional clients. The practice coordinates portfolio management with retirement, tax, insurance, risk-management, estate and legacy-planning considerations. Its fee-based advisory relationships are generally priced according to assets under management, and client assets are held through Charles Schwab. Founder and Senior Wealth Advisor Jonathan Stough has more than 20 years of financial-services experience and leads a three-person directly disclosed Liberty Ridge team.

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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