Libertas Wealth Management Group
Financial Services • 
Columbus, Ohio, United States • 1-10 Employees
Company overview
| Headquarters | 5003 Horizons Dr, Suite 200, Columbus, OH 43220, US |
| Phone number | +16145431350 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Retirement Planning, Portfolio Management, Financial Planning, Estate Planning |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Key Contact at Libertas Wealth Management Group
Gina Howard
Director Of Operations
Libertas Wealth Management Group Email Formats
Libertas Wealth Management Group uses 2 email formats. The most common is {first name} (e.g., john@libertaswealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@libertaswealth.com | 60% |
{first initial} | j@libertaswealth.com | 40% |
About Libertas Wealth Management Group
There is too much noise and bad information & advice that can truly inhibit your ability to realize the American Dream. Our philosophy is Defense First because “offense” hasn’t been the answer since things have changed…and things have changed. At Libertas Wealth Management, it’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000-2002…or 2007-2009. Like any sport, we believe that an offense without defense is worthless. Most financial advisors cherry-pick the “latest, greatest” 10-year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that “You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.” At Libertas Wealth Management, we believe that while history can look a lot like today, we’re trudging thru unprecedented times…and unprecedented times require unprecedented action. What does this mean? It means that we don't implement a "set it and forget it" approach to your life savings that you have worked so hard to save up. It means that we don't leave your portfolios to be managed by chance. Our job isn’t to make you rich – it’s to keep you from getting poor. When your life savings is in question, it’s not good enough to make a profit…..you have to keep the profit, too.
Libertas Wealth Management Group revenue & valuation
| Annual revenue | $6,095,564 |
| Revenue per employee | $871,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $19,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Libertas Wealth Management Group has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Libertas Wealth Management Group has never raised funding before.
Libertas Wealth Management Group Tech Stack
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