Libertas Wealth Management Group in Columbus, OH, is a trusted financial advisory firm dedicated to helping clients protect what matters and plan for the future. As a fee-only registered investment advisory firm (RIA), they prioritize acting in their clients' best interests without earning sales commissions. This makes them one of the few true fiduciary firms in Central Ohio, offering objective and personalized advice. Their team is known for being professional, patient, and informative, taking the time to understand each client’s hopes, aspirations, and unique circumstances. Clients appreciate how they explain complex financial concepts clearly and make sure they understand all options, even providing additional support for clients with special needs or memory issues. Many have been with the firm for years, valuing the respectful, friendly, and approachable service they receive. The staff consistently goes the extra mile to respond quickly, clarify questions, and seek solutions that fit individual goals. Clients feel like they are treated like family and trust the team’s expertise and guidance for their financial security. Overall, Libertas Wealth Management Group is highly recommended for those seeking honest, knowledgeable, and caring financial advice tailored to their needs.
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.
June 2025
Adam and his team are extremely professional, patient, informed, gracious, and they go to great lengths to make you understand your investments. They have a great system and we have done excellent with them. We recommend them to everyone looking for help with their portfolio.
April 2025
Adam and his team at Libertas are the best combination of knowledgeable and practical. They ask thoughtful questions and explain complicated things in a way that is easy to understand. I would highly recommend speaking with them to find out if they are a solution for you.
