Libertas Wealth Management Group

Financial & Retirement Planning with Authentic Fiduciary-Driven Advice

Financial planner in Columbus, OH (show on map)

5.0

★★★★★

64 reviews

Fee-only fiduciary financial advisory firm offering comprehensive wealth management, retirement planning, and investment strategies for individuals and business owners in Central Ohio.

Call (614) 543-1350

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About

Libertas Wealth Management Group is a fee-only fiduciary financial advisory firm based in Columbus, Ohio. The firm prioritizes client financial well-being through comprehensive, tailored services including retirement planning, investment management, tax strategies, insurance planning, business transition planning, and estate planning.

Their four-step process includes discovery, education, implementation, and ongoing progress reviews. They serve business owners, career professionals, and individuals seeking fiduciary-driven financial guidance.

Fee-only fiduciary commitment

Family-driven approach

My Promise Kit program for document organization

Four-step financial planning process

1031 Exchange into DST expertise

Services

Financial Planning

Comprehensive financial planning services including retirement, tax, insurance, and estate planning

Fee-only Fiduciary-driven Customized

Investment Management

Portfolio management and risk assessment services

Fee-only Fiduciary-driven Customized strategies

Retirement Planning

Comprehensive retirement planning including tax-efficient withdrawal strategies

Fee-only Fiduciary-driven Tax strategies

Business Transition Planning

12-step transition development plan for business owners

Fee-only Fiduciary-driven Value enhancement

Estate Planning

Comprehensive estate planning including the My Promise Kit program

Fee-only Fiduciary-driven Document organization

1031 Exchange into a DST

Real estate investment strategy through Delaware Statutory Trusts

Fee-only Fiduciary-driven Tax-deferred exchanges

Credentials & Certifications

Fee-Only Fiduciary

Chartered Market Technician (CMT)

Reviews

Rating

★★★★★

Reviews

"They are professional, thorough and knowledgeable."

Frequently Asked Questions

What is a financial advisor? +

Financial advisors provide comprehensive financial services based on individual financial situations, including financial planning, investment management, retirement advice, and tax planning.

What is a fiduciary financial advisor? +

A fiduciary financial advisor is legally obligated to act in the best interests of clients, operates on a fee-only basis, and cannot earn commissions on recommended products.

What investment advisory services are offered? +

Services include retirement planning, personalized investment advice, portfolio and risk management, with continuous monitoring and adjustments aligned with client goals.

How does wealth management work? +

Involves financial planning, tax strategies, family legacy planning, retirement planning, business succession planning, and estate planning to grow and protect wealth.

How can Libertas help with retirement planning? +

Provides advice on retirement savings requirements, account selection, tax-efficient withdrawal strategies, and comprehensive financial planning.

What is the My Promise Kit program? +

A program to organize vital documents, create emergency responder information, and provide secure backup for estate administration.

What is the difference between Full Service and Fixed Fee? +

Full Service includes all-inclusive financial planning and investment management with a percentage-based fee. Fixed Fee offers financial planning advice with client-led implementation for those below the $500,000 minimum.