Business Details
About
Financial PlannerFinancial ConsultantFinancial Planning
Financial and Retirement Planning for Successful Career Professionals Looking for Authentic, Fiduciary-driven Advice.
Details
- Requires appointmentAvailable
- Online appointmentsAvailable
- RestroomAvailable
- Onsite servicesAvailable
Location
Libertas Wealth Management Group
5003 Horizons Dr STE 200, Columbus, OH
43220, United States
Hours
Reviews
5.0
64 reviews
5 stars
64
4 stars0
3 stars0
2 stars0
1 star0
- BMBruce MooreJun 9, 20255.0We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough.
- ALAndrew LawhornJun 7, 20255.0Adam and his team are extremely professional, patient, informed, gracious, and they go to great lengths to make you understand your investments. They have a great system and we have done excellent with them. We recommend them to everyone looking for help with their portfolio.
- SBScott BodenMay 29, 20255.0We have been clients of Libertas Wealth Management Group for many years. Throughout our experience, we have always been treated with great respect and almost like family. We have sought their advice on many occasions and their opinion is critical to our financial decisions. One of the things that we find so important is that they take the time to get to know US. Our hopes and aspirations for our future are always in the their mind and we have trusted them to offer guidance that serves our best interests. They support, challenge and help clarify our direction and it means a great deal to us to be able to trust them. All of the staff are so responsive with anything we need. Adam, Gina, Kim and Loren have become good friends in this financial effort in our lives. They always go the extra mile, and never forget a single detail. No matter how complicated our financial question may be, they are always ready to respond or seek out solutions that work best. We couldn't imagine this journey without their expertise and guidance. We are grateful for everything they do for us each day!!!
- PMPaul MilliganApr 1, 20255.0Adam and his team at Libertas are the best combination of knowledgeable and practical. They ask thoughtful questions and explain complicated things in a way that is easy to understand. I would highly recommend speaking with them to find out if they are a solution for you.
- MPMr. Bogardus2 Tom PhotosMar 27, 20255.0I have memory loss. The Libertas Wealth. Management group always reaches.out to make sure I understand every option I have.