Experience

Liberty Wealth Advisors®

• United States
• Investment Management
• 1 - 100 Employee

• Financial Advisor

  • Nov 2020 - 3 years 2 months

  Liberty Wealth Advisors® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client’s unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals. Liberty Wealth Advisors® utilizes a disciplined, open architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies. Advisory products… Show more Liberty Wealth Advisors® is a national, full-service, fee-only Financial Advisor providing fiduciary wealth planning services designed with each client’s unique needs in mind. We embrace the principles of Servant Leadership to help clients work confidently towards achieving their long-term financial goals. Liberty Wealth Advisors® utilizes a disciplined, open architecture investment methodology that emphasizes both cost-sensitive and tax-sensitive strategies. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). @2022 - Liberty Wealth Advisors - All Rights Reserved

• Financial Advisor

  • Nov 2020 - 3 years 2 months

  Troy, Michigan, United States