BBB Accredited Business Profile

Libertas Wealth Management Group

Libertas Wealth Management Group

(614) 543-1350

Libertas Wealth Management Group

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

Service Area
We service the following area(s): Ohio
Methods of Payment
  • Fee-Only
Refund & Exchange Policy: 
BBB accredited business



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.

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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
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Libertas Wealth Management Group

Libertas Wealth Management Group


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