Libertas Wealth Management Group Inc
Libertas Wealth Management Group is a nationally recognized, financial planning and investment management firm located in Columbus, Ohio.
As a fiduciary, we work with the following:
- Growth-minded Business Owners – With retirement plans (such as 401(k), SIMPLE, and SEP IRAs) who appreciate authentic, transparent advice, including those who have interest in growing the enterprise value of their company with the desire to someday profitably exit their business.
- Individuals and Couples – Who are enthusiastic about planning for financial success throughout their working and retirement years, with a minimum of $250,000 of investable assets.
Whether you’re a soon-to-retire corporate executive or the owner of a successful small business, our goal is to help you make work “optional” someday …and when you’re retired, to conservatively ensure your money lasts longer than you.