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. […]

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Meet the Team

Meet our experienced wealth management professionals.

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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 […]

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Upcoming Events

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Pictures from Past Events

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Libertas Cares

Information on the many charities we proudly support.

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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.

Get Started Today

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“My Promise Kit” Program

Meet the Team

The Libertas Difference

Upcoming Events

Pictures from Past Events

Libertas Cares

Top 5 Questions to Ask When Searching for a Financial Advisor

What’s My “Risk Number?”

Start Your Plan Today

As Seen In:

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