We've been happily trusting Adam and his team with our money since 2020. I appreciate his philosophy on investing and how well he explains it, along with the focus on our retirement goals and what we want to do vs strictly making the number bigger. He's a calm voice in a bewildering sea of craziness.
July 2024
I recently had the pleasure or working with Adam and his staff. They took the time to get to know our needs and wishes. They helped us understand our situation and what we need to do to be successful for our future. Everyone at Libertas has been wonderful to work with.
July 2024
I have worked with Adam for over twenty years. Adam’s passion for finance is genuine and it shows with his staff too. I think everyone wants a group that is dedicated and trustworthy.
"Protect what matters to you and plan for the future with the help of the professional financial advisers at Libertas Wealth Management in Columbus, OH. This comprehensive financial planning and portfolio management firm is dedicated to providing sound investment management advice to help clients build a strong financial foundation. As a fee-only registered investment advisory firm (RIA), these financial advisors always act in the best interest of their clients, even when that means reduced revenue for the firm. Being one of the few true fiduciary advisory firms in Central Ohio, they don't earn sales commissions, so you can rest assured that you'll receive objective advice based on your specific circumstances."
