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

Kim Warrick | CFP®, CRPC®  Financial Advisor

Kim Warrick | CFP®, CRPC®

Financial Advisor

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Loren Traucht | Associate Financial Advisor

Loren Traucht

Associate Financial Advisor

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Gina M. Howard | Director of Operations

Gina M. Howard

Director of Operations

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Winnie Tataw | Client Communications Manager

Winnie Tataw

Client Communications Manager

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

Adam D. Koós | CFP®, CMT®, CEPA

President, Portfolio Manager, Sr. Financial Advisor

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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

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!

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Top 5 Questions to Ask When Searching for a Financial Advisor