Financial Planning Awards
Celebrating Industry Recognition for Superior Services
The team at Libertas Wealth Management Group is always thrilled to be recognized for our work by our clients. However, it’s also nice to receive accolades and awards from respected organizations and media outlets for our superior services.
Accolades & Awards
Better Business Bureau “Torch Award” for Ethics & Trust
The Better Business Bureau of Central Ohio honored Libertas Wealth Management Group, Inc. with the Torch Award for Ethics and Trust, a program run through the Better Business Bureau’s “Center for Character Ethics.” Libertas is still the only financial advisory firm in central Ohio to be given this award.
Columbus Business First Book of Lists: “Largest Financial Planners – Fee-Only”
Libertas Wealth Management Group, Inc. has been named one of the “Largest Fee-Only Financial Planners” each and every year since 2014.
Columbus C.E.O. Magazine “Best of Business” Award
Libertas Wealth Management Group, Inc. of Columbus, Ohio, is a 6-time winner of the Best of Business Awards for “Best Private Wealth Management Firm.”
Investopedia 100 List of Top Most Influential Financial Advisors
Adam Koós was named to the Investopedia Top-100 Most Influential Advisors in the U.S., where he has also been a featured writer in Investopedia’s “Chart Advisor.”
Columbus Business First: “People to Know in Finance”
Adam Koós, president & founder of Libertas Wealth Management Group, Inc., was named one of Central Ohio’s “People to Know in Finance.”
Nationally Recognized in Financial Advisor Magazine’s “All-Star Research Team”
Adam Koós, president & founder of Libertas Wealth Management Group, Inc., was nationally recognized by Financial Advisor Magazine as one of only eight portfolio managers in the country selected to their “All-Star Research Team.”
Columbus Business First: “Forty Under 40” Award
Adam Koós, president & founder of Libertas Wealth Management Group, Inc., was named one of Columbus Business First newspaper’s “Forty Under 40.” Each year, a panel of six judges reviews hundreds of nominees based on their Reason for Nomination, Professional Development, Awards & Recognition, and Community Involvement. These scores are combined, and the highest 40 scores determine the honorees.
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!
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