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DOES YOUR PLAN

ALIGN WITH YOUR VALUES?

What drives you? What kind of impact would you like to make on your family and the world?

BUILDING WEALTH

CREATING LEGACY.

At Libertas Financial Advisors, we are building a legacy of stewardship by creating a client-centric practice focused on helping people find freedom in retirement. We prioritize client connection because we believe that your story, dedication, and future dreams deserve to be honored in your financial plan. A solid financial future isn’t just about building wealth; it’s about having the freedom to pursue your passions and create a lasting legacy, giving back to the causes you cherish.

Jeremy and Amy Patton are a dynamic husband-wife duo determined to change people’s lives by solidifying their financial futures and helping them reach their dreams for retirement. They have spent years in true partnership, building their practice not only to become financially independent but also to help people in their community by giving back. Genuinely altruistic, Jeremy and Amy have used their acquired expertise to help people find financial freedom and create a legacy they can be proud of. Using mindful wealth planning based on stewardship principles, the Pattons are revolutionizing the financial industry with humanity and helping people create a solid path to freedom in retirement.

Jeremy Patton grew up in Texas and left on a football scholarship to play at Lindenwood University in St. Charles, Missouri. He spent years building businesses in the fitness and healthcare industries before returning home to be closer to family. Soon after, he started in the financial services industry beginning with life insurance and annuities. Now with almost two decades of experience under his belt, Jeremy uses his knowledge and experience to help clients from all walks of life steward their financial resources and create a legacy for their family.

Amy, a philanthropist at heart, worked for non-profits in communications and marketing when she and Jeremy met and fell in love. After they got married, they combined their incredible work ethic with their hearts to serve and launched a fiercely independent practice, Libertas Financial Advisors. Even through the early struggles, they remained true to their values and continued giving in faith, believing it would return to them. Now financially independent, Jeremy and Amy are dedicated to helping their community find the same independence to live out their dreams in retirement and make an impact in their own communities.

BUILDING A LEGACY

OF STEWARDSHIP.

JEREMY PATTON

President, CEO, investment advisor

AMY PATTON

director of operations
& marketing

PURPOSEFUL CULTIVATION

OF YOUR LEGACY.

At Libertas Financial Advisors, we are not just making financial plans; we are helping people cultivate reliable futures with holistic wealth management. We put our clients at the center of what we do so that we can truly understand your dreams for the future and help you reach them. Using risk-averse strategies, we custom-curate financial plans designed to help you live a life of independence and leave a lasting legacy.

MINDFUL FINANCIAL PLANNING

ROOTED IN STEWARDSHIP.

We are dedicated to helping our clients find the freedom they deserve in retirement. We focused on personalized financial strategies, helping individuals, families, and entrepreneurs protect what they have built and help grow their wealth for the future. Our plans are designed to help provide stability by planning for retirement and Medicare, managing taxes, and preserving wealth while hedging for inflation and rising Medicare costs. We do financial planning with stewardship in mind, working with integrity to help you reach your dreams for retirement.

9355 John W. Elliott Dr., Suite 25
Frisco, TX, 75033