Libertas Wealth Management Group, Inc.
About us
Since 2001, one key principle has been the foundation of our company - That ALL financial advice should be provided as if it were to be the on the cover page of tomorrow’s news. As one of the few, true Fiduciary firms in central Ohio, we provide high-touch retirement planning, estate planning and investment management to individuals, couples, and companies throughout the U.S. The fiduciary standard we stand behind requires that we make decisions that are in the best interest of you, the client, acting as your personal advocate, even if it means earning less revenue for the firm. We are your personal CFO, working collaboratively with your accountants, attorneys, and your other professional advisors to simplify your financial life and work together toward a stress-free retirement. Through a 4-step process, we work with you to build a fully customized financial plan, construct an appropriate investment portfolio, and continually monitor your investments on a daily basis. As you join our family of clients, we will passionately construct a path for you to retire worry-free, and enjoy the best version of your life.
Business highlights
24 years of experience
Services we offer
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, and Business Succession Planning.
Amenities
Free Estimates
Yes
Reviews
4.919 Reviews
| Number of Stars | Image of Distribution | Number of Ratings |
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| 95% | ||
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Showing 1-19 of 19 reviews
Mark H.
Jun 2018
Fantastic! At no point during my meetings with Adam and Zak did I ever feel pressure to hire them. I felt through out the entire process that not only was I deciding if I wanted to hire them but they also were determining if they were the right fit for me. All in all I would tell anybody that is looking for a plan, needs advice or just reassurance that they're on the right path they need to call Libertas.
Mark H.
Mar 2017
After meeting with numerous advisors I was told to contact Libertas Wealth Management. The experience was very different from the start, over the course of a few meetings it was clear that they intended to not only understand my goals and expectations but also to explain their operation, management style and what realistic expectations were. It was very refreshing to not feel like I was being sold throughout a meeting, but instead, numerous meetings where we interviewed each other to determine if the fit was good for all. Since starting my relationship with them I cant say enough about how helpful and responsive they have been in getting everything handled quickly and smoothly. Highly recommend everyone at Libertas!!!
David M.
Dec 2016
I was referred to Libertas through a friend when I first moved back to Ohio. I wanted to roll over my out of state public employee retirement accounts and have the funds professionally managed. I sat down and had an in depth look at how Libertas was going to manage my money. Went through their process, and I have been very pleased with the services they provide. I have the mobile app that I can check on my accounts from my phone. I can email / call and speak with my advisor on a regular basis. I quickly got to know their staff, on a first name basis. Not only are they genuinely nice people, I felt like part of a family there. The professionalism and and experience speak for its self. I have been to their customer appreciation night the last two years and enjoyed getting to know the staff and other Libertas folks as well. Overall, one of the smarter things I have done at my age to prepare for my retirement, was switching my accounts over to be managed by Libertas.
Trent D.
Dec 2016
I have had the pleasure of working with Libertas Wealth Management for the last 9 years. With that said I have seen the lowest of lows and the highest of highs through those years. I am thankful that I elected to go with Libertas Wealth Management when I did as with their investing philosophy I was out of the market when the economy was at its worst. Due to intelligent investing, we were able to experience wonderful gains as the market recovered. I have spoken to a number of friends and family that lost over half of their 401K and or other investments in the Great Recession, I on the other hand experienced little lose and again experienced great gains on the recovery of the market. My wife and I cherish the relationship we have built working with all of the Libertas staff and look forward to our planning sessions. There is not another firm that I could recommend to a friend family or client.
Joy R.
Sep 2016
I’ve been meaning to write a review for quite some time now. I have been a client at Libertas Wealth Management Group for about 5 years and I am truly impressed with their professionalism, individualized attention, and genuine care they feel for me and for my financial goals. I’ve had a great experience with everyone there and they are always quick to answer any questions or concerns I have. Not only are they wonderful people but I trust their unique philosophy for managing my money. I feel secure knowing that they are trying to protect me from a major market crash and that they are always looking out for my best interests since they are a fee only firm. They explain in detail why they make the decisions they do based on the market and I trust them to do what’s best. They are literally watching the market every day and get me out when things don’t look good. I feel so much more at ease with this strategy than simply buying and holding and watching my money disappear the next time the market crashes. I would highly recommend anyone to go and talk with them and get more information. Most companies I’ve worked with in the past are just trying to make a commission and sell you investments. I’m sure you’ll be just as impressed with this group as I am!
Amy C.
Jan 2016
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John R.
Jul 2015
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Christy S.
Nov 2014
Andy and Adam were both very knowledgable and patient teaching me about finances. Andy put together a comprehensive financial plan at no cost. We decided to continue with the company. I highly recommend them and look forward to continuing to do business with the group.
Jim C.
Jun 2014
They are great. He is just wonderful to deal with. I have been with him for probably 15 years. Their percentage is not bad. I will keep using them all the time.
Druvvaldis L.
Jun 2014
We have been with them for a few years and continue to do that. It’s a small percentage fee.
Carolyn E.
Feb 2014
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David R.
Dec 2013
I used the 401k services. If felt funds used were selected to benefit Libertas bottom line, I opted out of privately held options, % 2.5 was too high for me. I went to another company.
Response from Libertas Wealth Management Group, Inc.
"The individual providing this review was only an employee and 401k participant where Libertas managed the company 401k plan, not a wealth management client at our office. We are confused as to why the reviewer felt that we recommended investments that benefited our bottom line since we did not (and do not) get paid more or less to offer one investment choice over another - we are paid the same for all investments available. Finally, regarding cost, our fee for this 401k plan was a mere 0.25% (not 2.50%). For those familiar with company retirement plan fee structures, this is unbelievably low for a 401k plan of their size."
Scott K.
Apr 2013
Adam and team have been great with helping my wife and I get our financial plan organized and established for the future. We have met several times to discuss our current state, spending habits and future goals (college funding, retirement age, vacation home etc....) After getting all of our current state financials established and documented we started talking more about the future and deciding how much we wanted to invest each month and the type of risk we wanted to have with our investments. Adam and team are very knowledgable and easy to work with and have been very helpful. We look forward to the future and our financial success and working with Adam and team gives us confidence we are in the right hands.
Donald W.
Apr 2012
I'm very satisfied with the performance of my investments so far.
Nancy B.
Sep 2010
My experience with them has been excellent. It was perfect. He is extremely personable and professional. He listens to, and genuinely cares about, the client. He looks for the best interest of the client and makes everything for his client the way it should be. His rates are reasonable. I would rate him highly and would use him again in the future if necessary.
Jim C.
Mar 2010
He does a great job. He is very good and gets back to you quickly. He is very conscientious, and I would highly recommend him. I have used others in the past, but he is the best.
DON M.
Mar 2010
They are doing really well for us. We have been very happy and will continue to use them.
KIM M.
Mar 2010
He is wonderful. What I really like about Adam is that he is passionate about his work. He is very knowledgeable and you can tell that he spends a lot of time staying on top of the market and current investments. He clearly likes what he does and I will definitely continue to use him.
Response from Libertas Wealth Management Group, Inc.
"Thanks for the kind response! At our office, we implement an investment management strategy where all our clients own the same portfolios. Specifically, we only have: 1 Stock portfolio 1 Real Estate portfolio 1 Bond portfolio 1 Commodities portfolio 1 Annuity portfolio, and 1 ETF portfolio With that said, while the 50-year-old might have 50% of their assets in the "stock bucket," and 20% of their assets in the "bond bucket," the 80-year-old, on the other hand, might have 20% of their money in the "stock bucket" and let's say, 50% in the "bond bucket." Managing portfolios this way allows us to literally watch our clients money on a daily basis. Most financial planners have many different portfolios, making it nearly impossible to keep track of all their clients' money!"
Nancy B.
Mar 2010
It has been excellent. I couldn?t say anything bad about them. The owner, Adam Koos, is great. He is very personable and does a wonderful job.
Licensing
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FAQ
Libertas Wealth Management Group, Inc. is currently rated 4.9 overall out of 5.
Yes, Libertas Wealth Management Group, Inc. offers free project estimates.
No, Libertas Wealth Management Group, Inc. does not offer eco-friendly accreditations.
No, Libertas Wealth Management Group, Inc. does not offer a senior discount.
No, Libertas Wealth Management Group, Inc. does not offer emergency services.
No, Libertas Wealth Management Group, Inc. does not offer warranties.