Libertas Wealth Management Group

"Adam and company came to us by reference from another satisfied customer over 10 years ago and we have been clients ever since. We couldn't be happier with the Libertas team and their approach to financial planning. They conduct audits of our accounts with us annually so that when our situation changes our plan does too. They are personable, extremely knowledgeable, and very detail-oriented. I'm so happy they found us and I am confident in our financial future largely because of their efforts! Strongly recommend!"

"Working with Adam Koos and the team at Libertas Wealth Management was an absolute pleasure. I can't express enough how satisfied I am with their services. Adam's financial planning expertise is truly impressive, and his team's professionalism and commitment to their clients set them apart. From our initial consultation to the ongoing support, I felt confident that they understood my financial goals and could create a personalized strategy for me. The communication and transparency throughout the process were outstanding, keeping me well-informed and in control of my financial decisions. What really makes Libertas Wealth Management exceptional is their genuine dedication to client success. They don't just provide financial advice; they also offer a sense of security and trust. I highly recommend Adam Koos and his team to anyone looking for top-notch wealth management services. They genuinely prioritize the well-being and financial success of their clients."

"I had the pleasure of working with Libertas Wealth Management and Adam Koos, and I am incredibly impressed with the level of expertise and personalized service they provide. From the moment I engaged with their team, it was clear that they are dedicated to helping their clients achieve their financial goals. Adam Koos, the founder and CEO of Libertas Wealth Management, is a true professional in every sense of the word. His deep understanding of the financial industry is evident, and he has a unique ability to explain complex concepts in a way that is easy to understand. Adam took the time to understand my specific financial needs and goals, and he crafted a comprehensive wealth management plan tailored to my circumstances. What sets Libertas Wealth Management apart is their unwavering commitment to their clients. Throughout the entire process, I felt supported and well-informed. Adam and his team provided regular updates on the performance of my investments and offered sound advice on adjustments when necessary. Their attention to detail and proactive approach gave me peace of mind in knowing that my financial future was in capable hands. Furthermore, the customer service at Libertas Wealth Management is absolutely outstanding. The entire team is friendly, responsive, and attentive. They were always available to address my questions and concerns promptly, ensuring that I felt valued and heard as a client. Their commitment to delivering exceptional service is truly commendable. In conclusion, I wholeheartedly recommend Libertas Wealth Management and Adam Koos to anyone seeking expert financial guidance and a personalized approach to wealth management. Their extensive knowledge, dedication to their clients' success, and exceptional customer service make them a top choice in the industry. I am grateful to have found a trusted partner in Libertas Wealth Management, and I have full confidence in their ability to navigate the complexities of the financial world to help me achieve my financial goals."

"My wife and I joined Libertas right before the financial turmoil of the past couple of years and I can say that the group of Adam, Kim, and Gina have always been very straight forward with providing options for our financial future. They are always open to running new scenario models for my wife and I as our careers and future goals change from year to year. Moreover, they are very welcoming with questions and concerns. I, like most other people, was very apprehensive about choosing a financial advisor, but Adam and his team have provided our family with a lot of good insight and sense of future stability. Overall, I am very happy with our decision to trust Libertas to manage our financial future over the past couple of years. Adam and his team really focus on a personal client relationship and are very knowledgeable with current market trends. With that being said, if you are big on micromanaging your assets this may not be the best fit for you. My only negative critique would have to be the scheduling. While Adam and his team are great at communication, we probably only talk to them a couple of times per year. Personally, I am okay with this because they are always available when I do have questions. However, if you are big into constant feedback this may not be the place for you. It was very easy to set up an in-person interview and get the pre-onboarding started and I would highly recommend Libertas to anyone looking to secure their financial future."

"We have worked with Adam and his team at Libertas Wealth Management for about ten years now and our experience has been amazing. Trusted, caring and excellent communication are words that come to mind when I think about Libertas. Our family has gone through a lot of change over this time and Adam and his team have been there every step of the way guiding us to the right financial decisions for our family. We are so happy to have found Libertas when we did. Can't imagine where we would be without them."