Skip to main content

Building Wealth. Creating Legacy.

Building Wealth. Creating Legacy.

Financial Planning with Stewardship in Mind

For us, everything begins with a personal discussion about your mission. What drives you? What kind of impact would you like to make on your family and the world? At Libertas Financial Advisors, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. By assessing your current situation as well as your future goals, we can help you explore options that we believe give you the best chance to make your desired lifestyle a reality. Let’s get you on the path toward financial independence today.

Protecting What Matters

Securing your future isn’t possible without first protecting what you currently have. That’s why we help our clients explore insurance options with the intention of offering a sense of dependability for what’s still yet to come. As an independent firm, we work with a variety of companies and carriers that offer an abundance of options. With a thorough analysis of your needs, we can help you arrive at an educated decision based on the level of protection you need. Let’s get started with a plan to protect what you have, and ultimately create a foundation on which your money can grow.

A Shield for Your Future

The Freedom to Grow

As a full-service financial and wealth management firm, we’re proud to support the growth and accumulation phase of your investment life cycle. We begin with a personalized plan based on your own definition of success and comfort, all while aiming at helping you create your desired lifestyle. Our strategies are designed with that goal in mind. In addition, we operate with the philosophy that money is a tool to unlock your future. The only thing standing between you and financial freedom is the right plan, and we’re here to help.

A Strategic Plan

Our Team

The Libertas Financial Advisors team brings a personalized experience to every single client interaction. With combined decades of experience in financial services, we understand that this is a relationship-based industry, and our client-first approach was designed to help educate you as well as empower you to achieve your goals. We look forward to the opportunity to show you how we can help you find financial security and growth opportunity.

Libertas Financial Advisors Blog

Read More Posts

We believe education is the key to unlocking your financial future and freedom. That’s why we provide updates and information through blog posts that discuss the latest strategies and happenings, both at our firm and in the rest of the financial world. A more informed today has the power to create a better tomorrow, and we’re here to make that possible.