There are things in life I say, I wish I would have done it sooner… meeting with Adam and his team is one of those things for me. They provided me guidance and assurance that I can reach my financial goals and helped describe what that looks like. If you are on the fence, do it and you will start sleeping better at night!
January 2024
Adam and his team have helped us with the sale of my audiology practice and navigating our retirement financing. They continue to provide us with timely advice. We seek their guidance on all financial matters and have found it to be personal and exceptional.
January 2024
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.
"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."
