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      Details

      Your Path To Financial Freedom & Lifetime Independence

      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!

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 614-543-1350

      Fax - 614-734-7266

      Address:
      5003 Horizons Dr Ste 200 Columbus, OH 43220
      Email:

      Link:

      www.libertaswealth.com

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      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
      discover, amex, cash, visa, master card
      Accreditation

      Certified Financial Planners

      Certified Financial Planner

      Chartered Market Technician

      Certified Exit Planning Advisor

      Provided by
      Data provided by one or more of the following: Thryv, Data Axle, Yext.