Team

 

Why Work With Us?

We are financial advisors who are committed to providing a high level of personalized service and developing open, trusting relationships with our clients. 

 

How Do We Work?

As fiduciary advisors, we work with you to create customized strategies that address your unique financial needs and goals.

 

We Do We Offer?

In addition to comprehensive, personalized wealth management, we offer a full spectrum of financial advisory services.

$1.6 Billion | UNDER MANAGEMENT*

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PS Perspectives

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...
Liberty Wealth Advisors |
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...
Liberty Wealth Advisors |
Whether planning for business continuation or an exit, the time to plan is well before you need the plan. You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working. Evaluate Your Financial Situation The most important thing to do when facing an exit or...

We Believe in a Culture of Servant Leadership