Liberty One Wealth Advisors

Liberty One Wealth Advisors is a Financial planner in Philadelphia, PA. The firm provides fee‑only financial planning and wealth management services, offering personalized financial planning, investment management, retirement income strategies, estate legacy planning, asset allocation, tax‑efficient portfolio construction, behavioral coaching and financial education. It serves individuals, families, high‑earning professionals and business owners throughout the Philadelphia region, and it holds a perfect 5‑star rating from client reviews.

Operating as an independent fiduciary, Liberty One emphasizes objective, holistic and relevant advice, with transparent communication that centers on each client’s personal goals and aspirations. The team is led by Managing Director and Founding Partner Jacky L. Petit‑Homme, CFP®, CEPA®, who was named 2022 Financial Advisor of the Year by RIA Intel, received the 2023 University of Florida “40 Gators Under 40” honor, and earned a 2025 Marquis Who’s Who award. Jacky’s experience includes retirement income strategies, liquidity event planning, advanced insurance planning and aligning wealth plans with business growth and succession.

The office is located at 2001 Market Street, Suite 2500, on Market Street just steps from North 20th Street. It sits about a tenth of a mile from the Art Institute Culinary School, the IBC Farmers Market, Jefferson Rittenhouse Urgent Care and Freire Charter School High School, placing it within easy reach of several key community landmarks.

Clients benefit from the firm’s clear and well‑organized presentation of information, which makes it straightforward to understand the range of services and how they can be applied to meet financial objectives.

By combining fee‑only fiduciary expertise with transparent, comprehensive planning, Liberty One Wealth Advisors provides Philadelphia residents with the confidence and guidance needed to secure their financial future.