Liberty Advisory Group, Inc.

Liberty Advisory Group, Inc. serves individuals and high‑net‑worth clients, providing discretionary asset management, wrap‑fee managed accounts, and written financial planning and consulting. The firm conducts suitability assessments, recommends asset allocation strategies, and provides ongoing portfolio supervision consistent with client goals and risk tolerances.

LAG’s investment approach is tailored to client objectives and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, with accounts reviewed at least quarterly. In practice the firm implements management through contractual Sub‑Advisory relationships and third‑party tools—Impact Partnership Wealth and AE Wealth Management provide back‑office and execution services, while Market Guard supplies model construction and trade signals used to rebalance portfolios.

Notable distinctions include the principal’s licensure as an insurance agent and the firm’s disclosure that offering commissionable insurance products can occupy up to 30% of that time, a potential source of conflict the brochure addresses. Also atypical for a solo independent adviser, client account administration and fee billing are routed through the Sub‑Advisor platforms so custodian statements may reference those firms rather than Liberty Advisory Group, a structure the firm discloses while retaining supervisory responsibility.