I debated over writing this review, being as I'm the owner's sister. Let me be very honest with you all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him. read more

The essence of this product is essentially "market timing." There's no data that this actually works. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it. read more

After meeting with numerous advisors I was told to contact Adam at Libertas Wealth Management. The experience was very different from the start, over the course of a few meetings it was clear that they intended to not only understand my goals and expectations but also to explain their operation, management style and what realistic expectations were. It was very refreshing to not feel like I was being sold throughout a meeting, but instead, numerous meetings where we interviewed each other to determine if the fit was good for all. Since starting my relationship with them I cant say enough about how helpful and responsive they have been in getting everything handled quickly and smoothly. Highly recommend everyone at Libertas!!! read more

I was referred to Libertas through a friend when I first moved back to Ohio. I wanted to roll over my out of state public employee retirement accounts and have the funds professionally managed. I sat down and had an in depth look at how Libertas was going to manage my money. Went through their process, and I have been very pleased with the services they provide. I have the mobile app that I can check on my accounts from my phone. I can email / call and speak with my advisor on a regular basis. I quickly got to know their staff, on a first name basis. Not only are they genuinely nice people, I felt like part of a family there. The professionalism and and experience speak for its self. I have been to their customer appreciation night the last two years and enjoyed getting to know the staff and other Libertas folks as well. Overall, one of the smarter things I have done at my age to prepare for my retirement, was switching my accounts over to be managed by Libertas. read more