In the 12th year of the awards, Libertas Wealth Management, Inc. has been
recognized has the “Top Private Wealth Management Firm” in 2019
COLUMBUS, OH, October 30, 2019 /24-7PressRelease/ — For the past 12 years, Columbus CEO Magazine has recognized outstanding businesses in a multitude of categories. And of the hundreds of wealth management and financial advisory firms in the area, Libertas Wealth Management, Inc. has been chosen for the 6th time as the best financial advisory firm in Columbus.
Founded in 2001, Libertas implements wealth management utilizing a fee-only, fiduciary strategy in working with its clients. In this way it is able to provide truly authentic advice without the conflicts of interest employed by many other firms. This approach allows a totally objective approach in dealing with each of its clients’ unique circumstances.
As the Wall Street Journal wrote in its “How To Choose a Financial Planner” article, “Investment professionals who aren’t fiduciaries are often held to a lesser standard; the so-called suitability standard. That means that anything they sell you merely has to be suitable for you, not necessarily ideal or in your best interest. This point is critical and should be a deal breaker if a prospective (financial) planner is not a fiduciary.”
“Being selected as the top private wealth management firm in Columbus for the 6th time in 12 years is a great honor for us,” said Adam Koos, CFP®, CMT®, Founder/President and Portfolio Manager of the firm. “We are proud and humbled, as we believe this prestigious award demonstrates our focus and care for our clients. In a sense, it proves our business model of being a Fee-Only Registered Investment Advisory (RIA) firm as fiduciaries acting in our clients’ best interests, even if it means making less revenue for the firm.”
In addition to providing traditional financial advisory services, Libertas also offers purposeful retirement planning, estate and family legacy planning, executive compensation and related benefits, college savings strategies, tax planning, insurance, advice, business retirement plans and succession planning.
To learn more about Libertas Wealth Management, Inc., call 614-543-1350 or visit the website at www.libertaswealth.com
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