About Us

“My Promise Kit” Program

No one ever wants to break a promise, and some are easier kept than others.  In the context of financial planning at our office, “My Promise” refers to a pledge we can help you make (and keep) to your family.   […]

Continue reading about “My Promise Kit” Program →

Meet the Team

Meet our experienced wealth management professionals.

Continue reading about Meet the Team →

The Libertas Difference

Authentic Advice As a Fee-Only Registered Investment Advisory (RIA) firm, we are fiduciaries acting in our clients’ best interests, even if it means making less revenue for the firm. Comprehensive & Customized Retirement Planning We start with a plan… for […]

Continue reading about The Libertas Difference →

Upcoming Events

Continue reading about Upcoming Events →

Pictures from Past Events

Continue reading about Pictures from Past Events →

Libertas Cares

Information on the many charities we proudly support.

Continue reading about Libertas Cares →

Top 5 Questions to Ask When Searching for a Financial Advisor

Request Your Special Report Today

Get Your Copy

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.

Get Started Today

As Seen In: