What Makes Us Different

At Liberty Wealth Advisors, we prioritize putting the interests of others and our community ahead of our own – a philosophy that we embrace known as Servant Leadership.

We are proud to serve all 700 of our clients all across the nation with our core values, which we call S.E.R.V.E. If you would like to learn more about how we S.E.R.V.E., please visit our Servant Leadership page and read about how serving our clients with only the best intentions brings joy to each and every one of our team members.

Liberty Wealth Advisors also adheres to the “Fiduciary Standard of Care”. The Fiduciary Standard requires us to act solely in your best interest – not ours or anyone else’s.

We’ve grown our wealth planning team and our ability to serve you beyond our traditional investment management services. This gives you full-time access to the combined experience of our credentialed professionals who can advise you on a wide range of wealth planning and investment-related topics, which include but are not limited to:

• Financial and investment advice
• Tax planning
• Retirement planning
• College savings planning
• Elder care planning
• Insurance planning
• Business succession planning
• Gifting and charitable trust planning
• Legacy and estate planning

We can also help you with strategies and questions about Social Security claiming, Medicare, healthcare, and other life-changing events such as marriage, divorce, or transitioning to long-term care. At Liberty Wealth Advisors, we believe that the only “wrong” question is the question that remains unasked.

As a modern financial services firm, we believe in staying up-to-date with the leading methods to best serve our clients. We are constantly investing in state-of-the-art technologies to protect your confidential information and provide you with secure, instant access to your account information from anywhere.

We strive to communicate proactively with you about your investments, your financial needs, and your goals. Our Client Portal is not only user-friendly – it is accessible both online and on our Mobile & Tablet App, which is available for Apple and Android devices. We are also happy to provide clients with an easy-to-use Video Conferencing application called Zoom, which creates genuine in-person experiences no matter the distance between you and your advisor. Our experienced professionals love getting to know you from the comfort of your own home or any other location that may be convenient for you – anytime, anywhere.