Libertas Wealth Management Group Inc / Financial Advisor in Columbus, Ohio

Adam Koos, CFP
Libertas Wealth Management Group is a multi-award winning, fee-only financial planning and portfolio management firm located in Columbus, Ohio. We primarily work with two types of client: Individuals and Couples - Conducting at least three appointments as we put together a full-blown financial plan and comparative analysis with recommendations on the third meeting. Corporations and Non-Profits - Educating employees, increasing retirement plan participation rates, and managing retirement plan portfolios as a 3(38) fiduciary, and
Through the use of trend-following, relative strength, sector/country rotation, and other methods of technical analysis, our firm aims to capture as much upside in the markets as possible, while at the same time avoiding as much of the downside during downard cycles and crashes. We want to ensure you get to retirement on time, and most importantly, when you retire, protect your money so that it lasts longer than you.

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