Libertas Wealth Management Group

Reviews

• SB

  Scott Boden

  May 29, 2025
  5.0
  We have been clients of Libertas Wealth Management Group for many years. Throughout our experience, we have always been treated with great respect and almost like family. We have sought their advice on many occasions and their opinion is critical to our financial decisions. One of the things that we find so important is that they take the time to get to know US. Our hopes and aspirations for our future are always in the their mind and we have trusted them to offer guidance that serves our best interests. They support, challenge and help clarify our direction and it means a great deal to us to be able to trust them. All of the staff are so responsive with anything we need. Adam, Gina, Kim and Loren have become good friends in this financial effort in our lives. They always go the extra mile, and never forget a single detail. No matter how complicated our financial question may be, they are always ready to respond or seek out solutions that work best. We couldn't imagine this journey without their expertise and guidance. We are grateful for everything they do for us each day!!!
• JS

  Jeremy Schmidt

  Oct 31, 2023
  5.0
  The Libertas family is amazing! Everyone is very nice, helpful and extremely knowledgeable. You can ask them anything anytime and they are always quick to respond to your need. Highly recommend their services.
• JB

  Jill Bennison

  Oct 24, 2023
  5.0
  We have been clients of Libertas for many years and value their honest, up front, personal approach to helping our family ensure financial stability for the future. They are very responsive, knowledgeable, and help incorporate each client's values and goals into their long-term plans. Their team is motivated to keep the client's best interest in heart and their passion to help others shines forth through their interactions, communication and work.
• RA

  Rachel Alley

  Sep 26, 2023
  5.0
  Genuine interest in learning about you and your financial goals and putting together a plan to support reaching them. Thank you for your support and friendship!
• PB

  Peter Bossley

  May 12, 2023
  5.0
  I won’t bury the lead here: Adam and his team at Libertas are excellent and you will be well-served hiring them. But allow me to explain why I say that. There are two super important things you need to know when hiring a financial planner. 1. That they are working in your best interest. One unfortunately pretty common thing in this industry is that almost anyone can call themselves a financial advisor. This includes people who receive extremely large commissions and fees for getting you to put your money in any given investment vehicle. Where do you think that money comes from? That’s right, it comes from the hard earned money you put in those investments. If someone ever tells you, don’t worry, you don’t pay me, I get paid by company X or Y, run, not walk the other way. (yes I think this should be illegal.) If you aren’t paying someone a straight hourly fee or a fee based on the assets they manage for you, it is more than likely you are being taken advantage of. There are terrible “investments” out there that pay these so-called advisors big money to capture your current and future retirement savings. You want your interests and the advisor’s interests to be aligned, and that means you should always be with a company who has a fiduciary duty to act in your best interest. Not all fiduciaries are created equal, but it is the very minimum qualification you need. 2. Make sure you get the information, education, planning, and services you need from someone you hire. If you are looking just for index funds and ETF management, you can be reasonably served with very low cost robo advising services. But a good advisor offers so much more. Below are some great reasons to consider Libertas. Adam and his team at Libertas spend a long time getting to know you, your family, and your goals before you even sign on with them. I do consulting as a side business, and I will tell you that a mark of a solid professional is one that seeks to understand their customer and customer’s problem space before they offer any solution. How will you know if you are saving enough for retirement if you don’t have a solid understanding of how much money you might need or want to spend in retirement? For me, the emphasis on solid evaluation of current and future spending wants and needs was one of the early signs that Libertas had the right philosophy to help us with our money. They’ll meet with you on a schedule that works for you to adjust your plan, update the projections on what you would have in retirement given various market outcomes, etc. One major benefit to having a professional do this work is eliminating the need for you to get emotional about the market swings; if you are 20 or 30 years away from retirement you won’t need this money for a long time so it doesn’t pay to get worried about something you can’t control anyway. Although I personally have a reasonably solid grasp of finance and retirement investment options, planning for a secure future for my family in the event something were to happen to me was a priority for me after the birth of my first child. I wanted to know that I was working with someone that would be there to help my wife and son not have money worries if something were to happen to me. It is a comfort to know that at the worst time in their lives, money won’t be the thing that they have to worry about. Beyond that, Adam and the team are there to answer more mundane questions about recommendations for tax accountants, insurance, and anything else you might want to ask them. I could go on, but I encourage you to setup an intro call and decide for yourself if they are right for you.

Frequently Asked Questions About Libertas Wealth Management Group