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        Your Path To Financial Freedom & Lifetime Independence

        General Info
        At Libertas Wealth Management Group our key principle has been the foundation of our company: all financial advice should be provided as if it were to be on the cover page of tomorrow's news. As one of the few, true fiduciary firms in central Ohio, we provide high-touch financial planning, estate planning, business succession planning, and investment management to individuals, couples, and companies. Through a 4-step process, we work with you to build a fully customized financial plan, construct an appropriate investment portfolio, and continually monitor your investments daily. As you join our family of clients, we will passionately construct a path for you to retire worry-free and enjoy the best version of your life. Call us!
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        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Fax: (614) 734-7266

        Services/Products
        Estate Planning, Wealth Management, Equity Investments, Trust Management, Competitive Analysis, Guardianships, Financial Management, Financial Planning, Bonding, Asset & Portfolio Management, Cost Containment, Mergers & Acquisitions, Financial Assistants, Trusts, Retirement Planning, Financial Consultants, Stock Investments, Estate Management, Financial Advisors, Business Planning, Investment Research, Credit Reports, Financial Education Workshops, Inheritance Planning, Family Financial Planning, Asset Management, Charitable Trusts, SEP Individual Retirement Accounts, Annuities, Investments, Bonds, Mutual Funds, Foreign Bonds, Credit Lines, Load Funds, Index Funds.
        Payment method
        discover, amex, cash, visa, master card
        Accreditation

        Certified Financial Planners

        Certified Financial Planner

        Chartered Market Technician

        Certified Exit Planning Advisor

        Other Link

        www.libertaswealth.com

        Categories
        Financial Planning Consultants, Financial Services
        Other Information

        Parking: Lot

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        Details

        Phone: (614) 543-1350

        Address: 5003 Horizons Dr Ste 200, Columbus, OH 43220

        Website: www.libertaswealth.com

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