Libertas Wealth Management Group

Libertas Wealth Management Group, located in Columbus, Ohio, has a team of financial advisors who can help you safeguard what matters most and prepare for the future. The company offers financial planning and portfolio management services. These financial consultants are fee-only, registered investment advisory (RIA) firms who act in the interest of their policyholders at all times, even if they earn less commission. They are a few fiduciary advisory companies in Central Ohio. That means no commissions for them. They guarantee unbiased advice based on your unique situation. You need to be confident that your financial choices are well-founded as you head into the next chapter of your life. Our caring and dedicated staff at Libertas Wealth Management Group can help you navigate this new phase. You deserve to enjoy your retirement years by traveling, enjoying fun activities, and indulging in other luxuries. Our wealth management team can assist you in planning for the future, diversifying your investments, and providing evidence-based financial advice. Explore the services we offer in Columbus, Ohio.

Reviews of Libertas Wealth Management and Adam Koos are overwhelmingly positive. The company and its team are described by most as experienced, caring, and knowledgeable. Many customers say they feel comfortable and empowered after consulting with Adam and his staff, who take time to thoroughly explain investment options, listen and advise. This attitude, along with the careful market analysis, contributes significantly to improving confidence among customers, especially when uncertainty wave such as Covid-19 pandemic strikes. In particular, the mobile app and ease of contact is one of my favorite things about Libertas. The company's personalized approach to investment management and strategic decision-making, has built high trust among a majority of its customers. The transition times are smooth and efficiently handled through the company's user-friendly management tools, with someone always available to to talk with. I highly recommend Libertas and feel good about working with them.