Libertas Wealth Management Group

Libertas Wealth Management Group is a financial planner in Columbus, Ohio, at 5003 Horizons Drive, Suite 200. The firm provides financial and retirement planning with fiduciary-driven advice, and it describes itself as one of the few fiduciary wealth management firms in Central Ohio. Its services cover retirement planning, tax strategies and tax preparation, insurance considerations, investment portfolio management, business transition and estate planning, college planning, and family legacy planning. Clients include individuals, couples, business owners, and CEOs. The firm holds a 5.00 rating from the customers who have reviewed it. Planning at Libertas is holistic, and the firm states that it has helped clients through four of the worst market crashes in history. Its wealth management process is built around a customized, comprehensive financial plan, and the firm meets with every client at least four times before signing any paperwork, discussing the transfer of money to the firm last unless extenuating circumstances warrant an expedited process. It offers ESG, or socially responsible, investing, evaluating companies on environmental, social, and governance practices alongside traditional financial metrics. The firm also runs the "My Promise Kit" program, inspired by the loss of founder Adam Koos's brother, which organizes clients' vital documents, compiles non-personal details for emergency responders on an ICE Key, and backs up data to an encrypted vault for estate administration. Free portfolio risk assessments and a free business valuation quiz are available, and the firm publishes "Top 5 Questions to Ask When Searching for a Financial Advisor."

The office sits on Horizons Drive, about 0.1 miles from Riverside Drive and Henderson Road, 0.4 miles from Hayden Road, and roughly half a mile from the 58 Partners Church Riverview Lookout Platform, the 58 Partners Foundation Church Scenic Lookout, and the 58 Partners Prayer Botanical Garden. The firm's team volunteers with the Mid-Ohio Food Bank, the Furniture Bank of Central Ohio, and Sub Zero Mission, and it has sponsored the Union County Military Family Support Group since 2020 and Sub Zero Mission since 2021.

Services:

• 1031 Exchange into a DST
• Business Valuation Quiz
• Custom-Tailored Financial Planning
• Fiduciary Financial Advisory Services
• Portfolio Risk Assessment