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Libertas Wealth Management Group - Helping You Make Work Optional
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Libertas Wealth Management Group

5.0
(64 reviews)

Business Details

5003 Horizons Dr STE 200, Columbus, OH
43220, United States
(614) 543-1350
https://www.libertaswealth.com

About

Financial PlannerFinancial ConsultantFinancial Planning
Financial and Retirement Planning for Successful Career Professionals Looking for Authentic, Fiduciary-driven Advice.

Details

  • Requires appointmentAvailable
  • Online appointmentsAvailable
  • RestroomAvailable
  • Onsite servicesAvailable

Location

Libertas Wealth Management Group
5003 Horizons Dr STE 200, Columbus, OH
43220, United States

Hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 4:00 PM
SaturdayClosed
SundayClosed
5/25/20269:00 AM - 5:00 PM
6/19/20269:00 AM - 4:00 PM
7/3/20269:00 AM - 4:00 PM
7/4/2026Closed
9/7/20269:00 AM - 5:00 PM
11/26/20269:00 AM - 5:00 PM
11/27/20269:00 AM - 4:00 PM
11/28/2026Closed
12/24/20269:00 AM - 5:00 PM
12/25/20269:00 AM - 4:00 PM
12/26/2026Closed
12/31/20269:00 AM - 5:00 PM
1/1/20279:00 AM - 4:00 PM

Reviews

5.0
64 reviews
5 stars
64
4 stars
0
3 stars
0
2 stars
0
1 star
0
  • DM
    Dennis McCarty
    Apr 8, 2026
    5.0
    I had a good experience with Libertas in connection with a 1031 Exchange. I utilized their service to place 1031 Exchange monies in DSTs. Their business model is very good in comparison to companies that do not act as fiduciary advisers. If you have a need for DSTs connected to a 1031 exchange, I recommend Libertas.
  • AM
    Andy Melaragno
    May 2, 2024
    5.0
    We have been Libertas clients for several years. Adam, Kim and Gina do a great job of managing our retirement portfolio. Adam is constantly giving market updates and keeping his clients informed on current market situations via email. His explanations are in "layman's" terms and he uses great analogies to help his clients understand. We meet with Adam and Kim face to face annually to review our retirement plan and to make adjustments if needed. In between meetings the Libertas team is always quick to respond to any questions or needs we may have. We trust Adam, Kim and Gina and have referred family and friends to Libertas without hesitation.
  • BG
    Bobby Gniadek
    Dec 6, 2023
    5.0
    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.
  • CC
    Chuck
    Jul 24, 2023
    5.0
    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.
  • AJ
    A Johnson
    Aug 4, 2020
    5.0
    We have been with Libertas Wealth Management for 3 months. We transitioned from a large investment firm. Adam and his team met with us 3 times to gain a thorough understanding of our goals, needs and risk tolerance. We are so happy we made the move. We are on a much better path and have a much greater sense of peace. They are truly wonderful to work with.

Frequently Asked Questions About Libertas Wealth Management Group

What services does Libertas Wealth Management Group offer?

Libertas Wealth Management Group provides Financial Planning, Investment Management, Business Valuation, and 401k Management services.

Where is Libertas Wealth Management Group located?

They are located at 5003 Horizons Dr STE 200, Columbus, OH 43220, USA.

Brand Certified Facts from Libertas Wealth Management Group

This information is certified by Libertas Wealth Management Group and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified April 26, 2026Yext Knowledge Graph
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