Libertas Wealth Management Group, Inc.Add to Favorites
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Your Path To Financial Freedom & Lifetime Independence
- HoursCLOSED NOW
- Regular Hours:
Mon - Thu Fri Sat - Sun Closed - Phone:
Main - 614-543-1350
Fax - 614-734-7266
- Address:
- 5003 Horizons Dr Ste 200 Columbus, OH 43220
- Email:
- Link:
- Categories
- Financial Planning Consultants, Financial Services
- 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 Options
- Accreditation
Certified Financial Planners
Certified Financial Planner
Chartered Market Technician
Certified Exit Planning Advisor
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!