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 […]

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, […]

Our Approach

Information on Wealth Planning, Financial Planning and Fees

Services Provided

Information on all the services we provide.