LIBERTY FINANCIAL GROUP, INC.

Overview

Liberty Financial Group, Inc. is an independent registered investment adviser serving individuals and families with financial planning and portfolio management for individuals and small businesses. The firm leans toward equity-centric portfolios, using exchange-traded equities as its primary implementation vehicle while supplementing core equity exposure with mutual funds and targeted alternative allocations. Liberty operates on a mix of fee structures—percentage of AUM, hourly charges and fixed fees—and manages predominantly discretionary relationships. The firm is not positioned as a capital allocator; instead, it uses third-party managers for alternative exposures. Liberty Financial Group, Inc. is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices