Financial Advisor Columbus Ohio
Financial & Retirement Planning with Authentic Fiduciary-Driven Advice
As one of the few fiduciary wealth management firms in Central Ohio, Libertas Wealth Management Group prioritizes your financial well-being above all else, delivering comprehensive, custom-tailored financial planning services.
Fee-Only
Financial Adviser
Libertas is
a Fiduciary
Family-Driven
Approach
Fee-Only
Financial Adviser
Libertas is
a Fiduciary
Family-Driven
Approach
Is skepticism and lack of knowledge preventing you from securing your financial future?
We’re aware that hiring a financial advisor can be daunting. For example, can you trust the advisor is looking out for your interests and recommending investments that truly suit your specific circumstances? Would you even know if you’re getting the guidance and insight to drive you toward your financial goals?
Are you ready to chart your true financial journey?
The ideal client for a fiduciary financial advisory firm values transparency, integrity, excellent communication, and customized service. They’re individuals, couples, or business owners and CEOs seeking expert financial management and who appreciate financial advisors who prioritize their interests, deliver tailored advice, and share timely knowledge that enlightens their financial journey.
If this describes you and you’re ready to chart your true financial journey, let’s talk!
Business Owners & CEOs
When you consider that 80% of owners’ net worth is tied up in their company, the last thing you want to ignore in the wealth management process is your business.
Our 12-step Transition Development plan targets transition goals, continuity, risk reduction, value assessment, and enhancement so your company sells for a premium while mitigating undue tax burdens. Our team of expert wealth advisors identifies and rectifies your business’s weak spots, manages gaps, and bolsters company value, to ensure your hard-earned retirement is financially secure.
Career Professionals
Are you one of the many hard-working professionals too caught up in the day-to-day to think about creating a solid financial plan for your future? Sure, budgeting, debt management, investing, retirement planning, and estate planning are all things you want to get around to someday. Guess what? “Someday” will be here before you know it, so the time to start your financial planning is now!
Our team of expert financial advisors is ready to help you secure a strong financial future. Leveraging our expertise, we’ll work with you to create a tailored financial plan that ensures you’re prepared for whatever comes next. Plus, as one of the city’s rare fiduciary financial advisory firms, we’re a true partner fully committed to helping achieve your unique financial goals.
A Four-Step Process to Financial Security
Our tailored four-step process enables us to craft a holistic financial plan that addresses your specific needs. From retirement planning and tax strategies, insurance considerations, and investment portfolio management to business transition and estate planning, we ensure that every aspect of your wealth management plan is developed, tested, and taken care of, empowering you to focus on what matters most.
Introduction and
Discovery
Your journey to financial freedom starts with Step 1, an introduction call during which we get to know each other, assess your complete financial situation, determine your financial goals and unique circumstances, and outline the path forward together.
Education and
Financial Planning
In Step 2, we explain the role of a fiduciary financial advisor and how that greatly benefits you. Our financial advisors share an overview of our investment management services and investment strategies. This session lays the foundation for an insightful, collaborative financial planning journey.
Put Your Plan
Into Action
In this crucial step, we put your tailored financial plan into action, taking into consideration your complete financial health, including your income, lifestyle plans, expenses, income sources like SSI and pensions, and your liquid retirement assets. We know that thorough vetting upfront makes for the successful fulfillment of your long-term goals.
Progress
Reviews
Every day, our financial planners monitor your assets and portfolio as we continue to provide tailored investment advice on topics like asset allocation, cash flow, income tax planning and tax preparation, retirement strategies, business transition, college planning, insurance strategies, and estate planning. We utilize data models to project your financial future, adjust for inflation, and evaluate whether you’re on track to achieve your goals and secure the lifestyle and retirement you deserve.
“My Promise Kit” Program by Libertas Wealth Management
Libertas Wealth Management Group’s, “My Promise Kit” program, was inspired by the unexpected loss of Libertas founder Adam Koós’s brother. It aims to help clients make a promise to their families regarding their financial security.
Our “My Promise Kit” offers complete support in organizing your vital documents, from passwords to property titles, in a customized kit. We also compile essential non-personal details for emergency responders, stored securely on an ICE Key. To prevent loss, we back up all data to our encrypted “My Promise Vault” for easy remote access and smooth estate administration. We guide you through this entire process, ensuring a hassle-free experience for you and your family.
Not sure where to start?
Here’s a good place.
If you’re unsure about where to begin your journey towards financial security, we’re here to guide you. Start by taking advantage of our free portfolio risk assessment to understand your investment vulnerabilities, or if you’re a business owner, try our free business valuation quiz.
Both resources provide valuable insights about investing and make your first steps toward successful financial planning more accessible. There’s no better time than now to start securing your financial future. Take the first step today!
Here Is What Our Clients Are Saying
Roni Saxby2024-02-06Adam and company came to us by reference from another satisfied customer over 10 years ago and we have been clients ever since. We couldn't be happier with the Libertas team and their approach to financial planning. They conduct audits of our accounts with us annually so that when our situation changes our plan does too. They are personable, extremely knowledgeable, and very detail-oriented. I'm so happy they found us and I am confident in our financial future largely because of their efforts! Strongly recommend!
Traci Martinez2024-01-16There are things in life I say, I wish I would have done it sooner… meeting with Adam and his team is one of those things for me. They provided me guidance and assurance that I can reach my financial goals and helped describe what that looks like. If you are on the fence, do it and you will start sleeping better at night!
Richard Hetsko2023-12-18Adam and his team have helped us with the sale of my audiology practice and navigating our retirement financing. They continue to provide us with timely advice. We seek their guidance on all financial matters and have found it to be personal and exceptional.
Jo Fruechtnicht2023-12-15Working with Adam Koos and the team at Libertas Wealth Management was an absolute pleasure. I can't express enough how satisfied I am with their services. Adam's financial planning expertise is truly impressive, and his team's professionalism and commitment to their clients set them apart. From our initial consultation to the ongoing support, I felt confident that they understood my financial goals and could create a personalized strategy for me. The communication and transparency throughout the process were outstanding, keeping me well-informed and in control of my financial decisions. What really makes Libertas Wealth Management exceptional is their genuine dedication to client success. They don't just provide financial advice; they also offer a sense of security and trust. I highly recommend Adam Koos and his team to anyone looking for top-notch wealth management services. They genuinely prioritize the well-being and financial success of their clients.
Chuck2023-12-14I would recommend Adam and Libertas to everyone. They care about their clients in a way that I've not experienced with other advisors. Not to mention Adam's grasp of the market is remarkable! I couldn't be happier with them.
Andrew Fruechtnicht2023-12-13I had the pleasure of working with Libertas Wealth Management and Adam Koos, and I am incredibly impressed with the level of expertise and personalized service they provide. From the moment I engaged with their team, it was clear that they are dedicated to helping their clients achieve their financial goals. Adam Koos, the founder and CEO of Libertas Wealth Management, is a true professional in every sense of the word. His deep understanding of the financial industry is evident, and he has a unique ability to explain complex concepts in a way that is easy to understand. Adam took the time to understand my specific financial needs and goals, and he crafted a comprehensive wealth management plan tailored to my circumstances. What sets Libertas Wealth Management apart is their unwavering commitment to their clients. Throughout the entire process, I felt supported and well-informed. Adam and his team provided regular updates on the performance of my investments and offered sound advice on adjustments when necessary. Their attention to detail and proactive approach gave me peace of mind in knowing that my financial future was in capable hands. Furthermore, the customer service at Libertas Wealth Management is absolutely outstanding. The entire team is friendly, responsive, and attentive. They were always available to address my questions and concerns promptly, ensuring that I felt valued and heard as a client. Their commitment to delivering exceptional service is truly commendable. In conclusion, I wholeheartedly recommend Libertas Wealth Management and Adam Koos to anyone seeking expert financial guidance and a personalized approach to wealth management. Their extensive knowledge, dedication to their clients' success, and exceptional customer service make them a top choice in the industry. I am grateful to have found a trusted partner in Libertas Wealth Management, and I have full confidence in their ability to navigate the complexities of the financial world to help me achieve my financial goals.
Janelle The Nurse Note2023-12-12We’ve been working with Libertas Wealth Management for a number of years. They are professional, thorough and knowledgeable.
Bobby Gniadek2023-12-07Adam, Kim, and Gina are Top Notch. They are very thorough and ensure that you always have everything you need and then some. They truly care about each and every client they represent and go the extra mile to make sure you are clear and comfortable with your investment portfolio. They are always available and very quick to respond to any questions you may have.
Greg Eckert2023-12-06Absolutely worthy of 5 stars!!! Excellent experience! 3 years strong. This team is dedicated, responsive and thorough! We couldn’t be happier that we were referred to Libertas by a trusted friend. Thank you to Adam, Kim and Gina for your wonderful service!
Top 5 Questions to Ask When Searching for a Financial Advisor
Are you looking for a financial advisor but not sure where to start? Download our article, "Top 5 Questions to Ask When Searching for a Financial Advisor." It provides essential insights to guide your search and ensure you make an informed decision. Equip yourself with the right questions to find the advisor who best fits your needs. Start your journey towards financial security with confidence today!
Frequently Asked Questions
What is a financial advisor?
Financial advisors are professionals who provide comprehensive financial services to our clients based on their individual financial situations. Financial advisors in Columbus typically provide their clients with help in financial planning, investment management, retirement advice, and tax planning.
What is a fiduciary financial advisor?
What investment advisory services are offered by Libertas Wealth Management Group?
Libertas Wealth Management Group offers a wide range of investment advisory services tailored to meet the unique needs of each client. Our services include, but are not limited to, retirement planning, personalized investment advice, and portfolio and risk management. Our goal is to work with you to develop a comprehensive investment strategy that aligns with your financial goals and risk tolerance. We continuously monitor and adjust your portfolio to ensure it remains aligned with your objectives, considering market trends and changes in your personal circumstances. With Libertas, you get a partner committed to helping you grow and protect your wealth.
How does wealth management work at Libertas Wealth Management Group?
What does a Chartered Market Technician do at Libertas?
How can I find a qualified financial advisor in Columbus, Ohio?
To find qualified financial advisors in Columbus, Ohio, you can start by looking at our team of certified financial planners and chartered market technicians. Our top financial advisors hold these certifications. Also, consider an advisor's experience, their fee structure (whether they have the ability to charge a commission), and whether they're a fiduciary and are committed to your financial planning success.
It should go without saying that you should do some research; Google "financial advisors" and firms you're interviewing, then head over to NAPFA.org and click on "Find an Advisor" to see if the companies you're researching are true fiduciaries.
How can Libertas financial advisors help with retirement planning?
Our financial advisors at Libertas provide valuable advice for retirement planning. They assist clients in understanding how much they need to save for retirement, what types of retirement accounts to use (such as 401(k)s or IRAs), and how to invest money within those accounts. They also advise on tax-efficient strategies for withdrawing money in retirement. But it doesn’t end there. We also look at your entire financial situation so we can advise on other areas of your financial life, often resulting in savings that could go toward your retirement investments. Our financial planning advice is comprehensive and focused solely on helping you meet your financial goals.