BBB Accredited Business Profile

Libertas Wealth Management Group

Libertas Wealth Management Group

(614) 543-1350

Libertas Wealth Management Group

12 years in business
5003 Horizons Dr Ste 200
Columbus, OH 43220-5292
Fax Numbers
  • (614) 734-7266
Additional Email Addresses
  • adam@libertaswealth.com
  • info@libertaswealth.com
  • gina@libertaswealth.com
BBB File Opened: 04/26/2010
Business Started: 11/01/2004
Business Incorporated: 04/29/2005 in OH
Type of Entity
Corporation
Business Management
  • Mr. Adam D. Koos, President
  • Ms. Gina Howard, CSA
Business Category
  • Retirement Planning Service
  • Financial Planning Consultants
  • Investment Advisory Service
  • Estate Planning & Management

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • Fee-Only
Refund & Exchange Policy: 
N/A
BBB accredited business

A+

Overview

We are a Fee-Only Registered Investment Advisory (RIA) firm, which means we are not an insurance company and we do not sell products to our clients.  The fiduciary standard we're held to requires that we make decisions that are in the best interest of our client, acting as your advocate, even if it means earning less revenue for our firm.  We offer financial planning, wealth management and retirement planning to individuals.  We also work with companies as advisors to their 401K & 403B retirement plans.

Let's socialize:

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Business Profile

M: 9:00 AM-5:00 PM
T: 9:00 AM-5:00 PM
W: 9:00 AM-5:00 PM
Th: 9:00 AM-5:00 PM
F: 9:00 AM-5:00 PM
S: Closed
Su: Closed
Evenings & Weekends by Appointment
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Libertas Wealth Management Group

Libertas Wealth Management Group

BBB ACCREDITED SINCE 05/25/2010

Customer Review Rating:

40%
60%
This business has no complaints filed

Composite Score: