Fiduciary Advantage

Being a Fee-Only Firm

One of the biggest advantages we provide our clients is being a fee-only, fiduciary advisory firm. Fee-only financial advisory firms provide objective advice without influence from many of the conflicts of interests faced by other companies. We do not earn […]

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Client Minimums & Discounts

At Libertas Wealth Management Group, we cater our services primarily to those with whom we can make a large impact. In addition, we want to continue to maintain the high-touch, personal, customized service our current clients have become accustomed to, […]

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Our Approach

Information on Wealth Planning, Financial Planning and Fees

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Services Provided

Information on all the services we provide.

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What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?

 

Free Portfolio Risk Analysis

Start Your Plan Today

Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

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