Libertas Wealth Management

What is a financial advisor?

Financial advisors are professionals who provide comprehensive financial services to our clients based on their individual financial situations. Financial advisors in Columbus typically provide their clients with help in financial planning, investment management, retirement advice, and tax planning.

What is a fiduciary financial advisor?

A fiduciary financial advisor, like those at Libertas Wealth Management Group, is a certified financial planner who is legally obligated to act in the best interests of their clients. This means we make recommendations that we believe are the best for our client's situation, even if it means less profit for us or our firm. We operate on a fee-only basis, meaning we legally cannot earn commissions on the products we recommend. It also means we’re under no undue pressure to implement one investment option or strategy over another and sell certain investment products to our clients. We will not m

What investment advisory services are offered by Libertas Wealth Management Group?

Libertas Wealth Management Group offers a wide range of investment advisory services tailored to meet the unique needs of each client. Our services include, but are not limited to, retirement planning, personalized investment advice, and portfolio and risk management. Our goal is to work with you to develop a comprehensive investment strategy that aligns with your financial goals and risk tolerance. We continuously monitor and adjust your portfolio to ensure it remains aligned with your objectives, considering market trends and changes in your personal circumstances. With Libertas, you get a p

How does wealth management work at Libertas Wealth Management Group?

Wealth management at Libertas is a holistic approach to helping clients increase their net worth. It involves not only wealth management but also financial planning, tax strategies, family legacy planning, retirement planning, business succession planning, and estate planning. Our wealth management team considers all these aspects when advising clients on how to grow and protect their wealth.

What does a Chartered Market Technician do at Libertas?

The Chartered Market Technician (CMT) designation is a professional credential and the sister designation to the CFA (Chartered Financial Analyst) certification. It is earned by those who can demonstrate extensive knowledge and aptitude in technical analysis, quantitative approaches to market research, and rules-based trading systems centered around risk management and relative strength. To earn the designation, candidates must complete an intensive, 2-year self-study program and pass a series of three comprehensive exams. Considered to be the "gold standard" in the industry, CMT professionals

How can I find a qualified financial advisor in Columbus, Ohio?

To find qualified financial advisors in Columbus, Ohio, you can start by looking at our team of certified financial planners and chartered market technicians. Our top financial advisors hold these certifications. Also, consider an advisor's experience, their fee structure (whether they have the ability to charge a commission), and whether they're a fiduciary and are committed to your financial planning success. It should go without saying that you should do some research; Google "financial advisors" and firms you're interviewing, then head over to NAPFA.org and click on "Find an Advisor" to se

How can Libertas financial advisors help with retirement planning?

Our financial advisors at Libertas provide valuable advice for retirement planning. They assist clients in understanding how much they need to save for retirement, what types of retirement accounts to use (such as 401(k)s or IRAs), and how to invest money within those accounts. They also advise on tax-efficient strategies for withdrawing money in retirement. But it doesn’t end there. We also look at your entire financial situation so we can advise on other areas of your financial life, often resulting in savings that could go toward your retirement investments. Our financial planning advice is