About Us

My Promise 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.   […]

Meet the Team

Meet our experienced wealth management professionals.

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 […]

Upcoming Events

Pictures from Past Events

Libertas Cares

Information on the many charities we proudly support.