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!

Extra Phones

Fax: 614-734-7266

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 4:00 pm
Sat - Sun	Closed

Categories

Financial Planning Consultants, Financial Services

Services/Products

Estate PlanningWealth ManagementEquity InvestmentsTrust ManagementCompetitive AnalysisGuardianshipsFinancial ManagementFinancial PlanningBondingAsset & Portfolio ManagementCost ContainmentMergers & AcquisitionsFinancial AssistantsTrustsRetirement PlanningFinancial ConsultantsStock InvestmentsEstate Management

Financial AdvisorsBusiness PlanningInvestment ResearchCredit ReportsFinancial Education WorkshopsInheritance PlanningFamily Financial PlanningAsset ManagementCharitable TrustsSEP Individual Retirement AccountsAnnuitiesInvestmentsBondsMutual FundsForeign BondsCredit LinesLoad FundsIndex Funds

Payment Options

Accreditation

Certified Financial Planners

Certified Financial Planner

Chartered Market Technician

Certified Exit Planning Advisor

Other Link

www.libertaswealth.com

Other Information

Parking: Lot