Why Work With Us?
We offer a full spectrum of financial advisory and wealth planning services supported by low-cost, tax-efficient, globally diversified portfolios.
What Makes Us Different?
As a SEC-registered fiduciary advisor, we always place your best interests first as we develop a customized plan to help you achieve your long-term financial goals.
How Can We Serve You?
See our Wealth Planning page for some of the many ways we can help you and your family.
Team
Chairman and Chief Executive Officer
President and Chief Compliance Officer
Chief Client Officer
Chief Investment Officer
Director of Wealth Planning
Chief Marketing Officer
Chief Technology Officer and Information Security Manager
Manager of Trading Operations & Marketing
Financial Advisor
Financial Advisor
Financial Advisor
Associate Financial Advisor and Compliance Manager
Associate Financial Advisor
Client Relationship Manager
Client Relationship Manager
Client Relationship Manager
Client Relationship Manager
$1.75 Billion | UNDER MANAGEMENT*
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Liberty Learnings
Investors sometimes think that their investments are better allocated to multiple advisors – you know the saying “Don’t put all your eggs in one basket,” right? However, this strategy can prove detrimental to the ultimate goal of organizing your finances, staying on top of your financial picture, and achieving your long-term financial goals. Advisor consolidation can actually improve your chances of achieving those goals, and with that, you’ll also find increased peace of mind. Here...
Welcome to the Liberty Wealth Advisors® team, Logan Soll! Logan is our newest Client Relationship Manager and brings a Servant Leadership approach to his work with our clients and our teammates. Logan joins our remote service model from South Carolina. He’s a valuable addition to the team and will strengthen our efforts to provide our clients across the country with unparalleled service
In the past decade, the IRS has erroneously paid out tens of billions of dollars in fraudulent tax returns due to identity theft. As a result, the IRS has developed an extra layer of security for tax returns, called an Identity Protection PIN, or IP PIN. Since the IRS has rolled out this new security feature, the IRS has prevented millions of fraudulent returns and saved billions of dollars. In prior years, you needed to...