Libertas Wealth Management Group Inc

Libertas Wealth Management Group is a multi-award winning, fee-only financial planning and portfolio management firm located in Columbus, Ohio.  We primarily work with two types of client:

  • Individuals and Couples - Conducting at least three appointments as we put together a full-blown financial plan and comparative analysis with recommendations on the third meeting. 
  • Corporations and Non-Profits - Educating employees, increasing retirement plan participation rates, and managing retirement plan portfolios as a 3(38) fiduciary, and

Through the use of trend-following, relative strength, sector/country rotation, and other methods of technical analysis, our firm aims to capture as much upside in the markets as possible, while at the same time avoiding as much of the downside during downard cycles and crashes.  We want to ensure you get to retirement on time, and most importantly, when you retire, protect your money so that it lasts longer than you.

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Advisors at this Office

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This Office

5003 Horizons Dr Ste 200 Columbus, OH 43220-5292 Phone: (614) 543-1350

Primary Office

5003 Horizons Dr Ste 200 Columbus, OH 43220-5292 Phone: (614) 543-1350