Broker Check

We Are Fiduciary Advisors

Liberty Wealth Advisors is a Registered Investment Advisor (RIA) registered with the US. Securities and Exchange Commission (SEC). We adhere to the fiduciary standard. As your fiduciary, we proudly follow a professional and ethical standard in which your financial interests must always come before ours.

Our investment team is comprised of CERTIFIED FINANCIAL PLANNER (CFP®) professionals. The CFP® designation represents the industry-recognized standard of excellence for personal financial planning advice. CFP® professionals must pass the most rigorous financial planning credentialing process and meet high continuing education requirements every year in order to remain certified. Ethical professional conduct rules are also strictly enforced by the Certified Financial Planner Board of Standards. As conferred by the Certified Financial Planner Board of Standards, an advisor’s CFP® title embodies his or her commitment to excellence across a spectrum of financial services.