
Libertas Wealth Management Group
SerdenID : PRO-20251010-08187
About Company
Libertas Wealth Management Group is a fee-only fiduciary wealth management firm in Columbus, Ohio that provides comprehensive, customized financial and retirement planning, investment advisory, tax strategies, estate planning, business transition and valuation guidance, and specialty services such as 1031 exchange support and the “My Promise Kit” estate organization program; Libertas Wealth Management Group serves business owners and career professionals through a structured four-step planning process, offers educational resources and portfolio risk assessments, and emphasizes transparency, fiduciary standards, and ongoing progress reviews to help clients achieve long-term financial security.
Service Category
Area Served
Contact Info
Address
5003 Horizons Dr STE 200, Columbus, OH 43220
- Phone Number(614) 543-1350
- Website https://www.libertaswealth.com
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