About Libertas Wealth Management

About Libertas Wealth Management

It Takes Teamwork to Create Your Winning Financial Strategy

At Libertas Wealth Management Group, we believe that financial prosperity is a journey best traveled together. Our dedicated team of professionals embodies the spirit of teamwork, pooling together our diverse expertise to guide you toward the pinnacle of financial success.

Meet the Libertas Team

Adam D. Koós | CFP®, CMT®, CEPA  President, Sr. Financial Advisor

Adam D. Koós | CFP®, CMT®, CEPA

President, Portfolio Manager, Sr. Financial Advisor

Visit Adam’s Bio

Kim Warrick | CFP®, CRPC®  Financial Advisor

Kim Warrick | CFP®, CRPC®

Financial Advisor

Visit Kim’s Bio

Gina M. Howard | Director of Operations

Gina M. Howard

Director of Operations

Visit Gina’s Bio

Libertas Cares About the Community

Union county military family support group

Union County Military Family Support Group

Since 2020, Libertas Wealth Management Group has been a proud sponsor of the Union County (Ohio) Military Family Support Group. We send donations each month which are used for personal care packages for deployed heroes as well as active-duty military stationed in the U.S. This organization provides support to hundreds of local soldiers & families each year.

Mid-ohio food bank

Mid-Ohio Food Bank

Libertas Wealth Management Group staff volunteer at the Mid-Ohio Food Bank in Columbus, OH. As a team, we helped set a record for sorting & packing 18 thousand pounds of frozen food in one shift!

Sub Zero Mission

Sub Zero Mission

Since 2021, Libertas Wealth Management Group has been a sponsor of Sub Zero Mission. The Sub Zero Mission delivers hats, coats, gloves, boots, sleeping bags, and other warming items to the homeless in northeast Ohio and other regions during the winter.

Furniture Bank of Central Ohio

Furniture Bank of Central Ohio

Libertas Wealth Management Group staff volunteer at the Furniture Bank of Central Ohio. The mission of the furniture bank is to provide free furniture to central Ohio families and individuals struggling with poverty and other severe life challenges.

Pelotonia

Pelotonia

Libertas Wealth Management Group is an annual supporter of the Pelotonia, which raises millions of dollars each year for cancer research.

Mission Warmth

Mission Warmth

Libertas Wealth Management Group is a proud supporter of Mission Warmth. Mission Warmth is a central Ohio charitable organization focused on preventing freezing & injury caused by extreme weather exposure of the homeless & financially destitute populations, with a special focus on Military Veterans.

Other Charities We Have Supported

Adopt-A-Platoon, Columbus Firefighters Foundation, Dublin Community Champion Scholarship, American Cancer Society, Make a Wish, Shoes for Children, Families for a Cure, Food for Life, Gentiva Hospice Foundation, Drivers for Survivors, OSU/Give, Big Brothers/Big Sisters, Fore Hope, Future Possibilities, Fairy Godmothers, St Jude Children’s Hospital, and ALS.

Here Is What Our Clients Are Saying

Roni Saxby
Roni Saxby
2024-02-06
Adam 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 Martinez
Traci Martinez
2024-01-16
There 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 Hetsko
Richard Hetsko
2023-12-18
Adam 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 Fruechtnicht
Jo Fruechtnicht
2023-12-15
Working 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.
Chuck
Chuck
2023-12-14
I 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 Fruechtnicht
Andrew Fruechtnicht
2023-12-13
I 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 Note
Janelle The Nurse Note
2023-12-12
We’ve been working with Libertas Wealth Management for a number of years. They are professional, thorough and knowledgeable.
Bobby Gniadek
Bobby Gniadek
2023-12-07
Adam, 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 Eckert
Greg Eckert
2023-12-06
Absolutely 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

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