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Business Profile

Fee Only Financial Advisor

Libertas Wealth Management Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 543-1350Email BusinessWrite a Review

About

Overview

Libertas Wealth Management Group

5003 Horizons Dr Ste 200

Columbus, OH 43220-5292

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Libertas Wealth Management Group is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Libertas Wealth Management Group is a Fiduciary, Fee-Only Registered Investment Advisory (RIA) firm.  Our focus is in the areas of comprehensive retirement planning, advanced estate (and charitable) planning, and investment management.

BBB Accredited Since: 5/25/2010

Years in Business: 21

Products and Services

Fee-Only Registered Investment Advisory (RIA) firm, Retirement Planning, Investment Management, and Estate Planning

Business Details

Local BBB:
BBB of Central Ohio
BBB File Opened:
4/26/2010
Business Started:
11/1/2004
Business Incorporated:
4/29/2005
Type of Entity:
Corporation
Business Management:
Mr. Adam D. Koos, President
Ms. Gina Howard, Director of Operations
Mrs. Kim Warrick, Financial Advisor
Number of Employees:
4

Additional Contact Information

Principal Contacts
Mr. Adam D. Koos, President
Customer Contacts
Mr. Adam D. Koos, President
Mrs. Kim Warrick, Financial Advisor
Fax numbers
Primary Fax: (614) 734-7266
Additional Email Addresses
Primary: Email this Business
Social Media

Additional Information

Payment methods
Fee-Only
Refund and Exchange Policy
N/A
Business Categories
Fee Only Financial Advisor, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Estate Planning and Management

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