A complete list of active advisors currently associated with Liberated Financial
Warmer can help you find a great advisor at Liberated Financial or one who fits your needs even better.
Liberated Financial provides comprehensive financial planning and discretionary investment management for individual clients and business owners, including goal and values-based planning, money-mindset coaching, cash flow and debt planning, retirement scenario analysis, insurance reviews, and business-owner succession advice. The firm also offers educational seminars and workshops and supplies clients with a private portal and proprietary tools (for example, an expense tracker) to track progress and deliver scheduled reporting. The firm’s investment approach emphasizes diversified portfolios guided by modern portfolio principles, using both fundamental and technical analysis and routine rebalancing, with Monte Carlo simulations included in retirement and scenario planning. Accounts are managed on a discretionary basis through the firm’s chosen custodian platform and are reviewed quarterly (and more often as needed) to monitor risk alignment and tax or rebalancing opportunities. Distinctive aspects of the firm include its use of endorsements and client testimonials in advertising and its affiliated insurance business, where the advisory representative is a licensed insurance agent who receives commission compensation—both items disclosed in the brochure and identified as potential conflicts of interest with mitigation and client disclosure. The adviser’s public-facing activities (seminars, digital content creation, and workshops) are integrated into the firm’s client outreach and education model, and the brochure discloses options for clients to decline insurance recommendations or use other providers.
To learn more about the advisors currently working at Liberated Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Denver, CO
| 5
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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