Libertas Wealth Management Group

Libertas Wealth Management Group is a financial planner in Columbus, OH. As a fiduciary wealth management firm in Central Ohio, the practice prioritizes client financial well-being through comprehensive, custom-tailored planning services. It serves individuals, couples, business owners, and CEOs seeking expert financial management and transparency. The firm offers a four-step planning process that includes retirement planning, tax strategies, insurance considerations, investment portfolio management, business transition, and estate planning. It also provides Environmental, Social, and Governance (ESG) investment guidance, helping clients evaluate companies based on conscientiousness regarding environmental issues, social responsibility, and governance practices. Business transition services include a 12-step Transition Development plan targeting continuity, risk reduction, and value assessment to help company owners sell for a premium while mitigating tax burdens. Additional offerings include the “My Promise Kit” program for organizing vital documents and emergency responder details, as well as a free portfolio risk assessment and business valuation quiz.

Libertas Wealth Management Group has helped clients through four of the worst market crashes in history. The firm implements a well-defined wealth management process that considers financial planning, tax strategies, family legacy planning, retirement planning, business succession planning, and estate planning holistically. It meets with every client at least four times before signing any paperwork, unless extenuating circumstances warrant an expedited process. The firm offers two fee structures: an all-inclusive Full-Service Financial Planning and Investment Management based on an annualized percentage of assets under management, and a Fixed-Fee Financial Planning for those who prefer to implement their own market research or do not meet the minimum for Full-Service clients. Since 2020, the group has been a sponsor of the Union County Military Family Support Group, sending donations for personal care packages. Staff have volunteered at the Mid-Ohio Food Bank, the Furniture Bank of Central Ohio, and various other local organizations including Pelotonia, Mission Warmth, Ronald McDonald House, and the American Cancer Society.

Libertas Wealth Management Group combines its fiduciary commitment and experience through market crises to provide secure, transparent financial planning for Columbus residents.

Libertas Wealth Management Group is located near the intersection of Riverside Drive and Henderson Road, both main roads within a tenth of a mile. The firm is also situated about a quarter mile from Hayden Road, a major thoroughfare in Columbus.

The business holds a Technical score of 93 out of 100, as measured by SEOScanPRO. This high rating confirms that the website is technically sound, secure, and indexable, allowing search engines to read the site without errors.

Services:

• 1031 Exchange into a DST
• Business Valuation Quiz
• Custom-Tailored Financial Planning
• Fiduciary Financial Advisory Services
• Portfolio Risk Assessment