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Libertas Wealth Management Group, Inc.

About this Member

Since 2001, one key principle has been the foundation of our company: all financial advice should be provided as if it were to be the on the cover page of tomorrow’s news. As one of the few, truly fee-only retirement planning firms in central Ohio, we provide high-touch, caring, fiduciary-driven financial planning and investment management to individuals, couples, and companies.

Through a 4-step process, we work with you to build a fully customized financial plan, develop a retirement plan, construct an appropriate investment portfolio, and continually monitor your investments on a daily basis. As you join our family of clients, we will passionately construct a path for you to retire worry-free, and enjoy the best version of your life.

Company Representative

Adam Koos

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