Liberty Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Financial Group serves individuals, trusts, estates, charitable organizations and small businesses through a two-advisor practice overseeing roughly 238 client accounts. The firm provides ongoing investment management, financial planning and consultation, and it also offers tax preparation and related consulting to existing clients on an hourly basis.
The firm's investment approach is described as conservative and long-term, emphasizing strategic asset allocation implemented with a mix of active and passive managers — typically mutual funds and ETFs in tax‑deferred accounts and individual securities or bonds in taxable accounts. Liberty may use concentrated managers when appropriate, employs value-oriented security selection with multi‑year holding intentions, offers both discretionary and non‑discretionary management, and conducts at least annual reviews alongside tax‑focused reports such as annual tax‑loss and realized gain/loss reporting.
Noteworthy differences from many peers include the integration of tax preparation and specialized financial analyses (for example, reviews related to assisted living and long‑term care) into its advisory work. The brochure also highlights operational practices that affect custody — the firm routinely deducts advisory fees directly from client custodial accounts and may rely on standing letters of authorization — arrangements clients are urged to monitor via custodian statements.
Client services
Expertise
Fee options
One-time fixed fee up to $1,500 at engagement outset for additional services, may be waived or reduced
$0 - $750,000: 1% annually $750,001 - $1,000,000: 0.75% annually $1,000,001+: 0.5% annually
Investment consulting services $250-$500 per hour; tax preparation $250-$300 per hour
Minimum fee: Minimum annual engagement fee of $4,500 (Item 5); also mentions $5,000 minimum annual engagement fee (Item 7) Fee-only: Hourly consulting fees between $250 and $500 per hour; tax preparation fees $250-$300 per hour, waived at discretion
Main office
13150 Watertown Plank Rd, Suite 203
Elm Grove WI 53122
Advisors at this office
2
Most active in
Florida · Wisconsin
Also doing business as
Liberty Advisors Inc · Liberty Financial Group, Inc. · Women's Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jaydon W
Series 65
Elm Grove, WI
Liberty Financial Group, Inc.
Jaydon Wargin is a financial advisor at Liberty Financial Group, Inc. and holds a Series 65 designation. He has seven years of experience with Liberty Financial Group and prior roles including positions at Veolia, Milwaukee Area Technical College, the University of Wisconsin-Milwaukee, and Milwaukee County Parks. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice offering investment management, financial planning, consultation, and tax preparation services. The firm employs a conservative, long-term investment approach with strategic asset allocation utilizing both active and passive managers and integrates tax preparation and specialized financial analyses into its advisory work.
Michael W
Series 65, Series 66
Elm Grove, WI
Liberty Financial Group, Inc.
Michael Wesolowski is a financial advisor with Liberty Financial Group, Inc. in Elm Grove, WI, holding Series 65 and Series 66 designations and two years of industry experience. His prior work includes roles at Voyager Capital Management, LLC and Raymond James Financial Services. Liberty Financial Group serves individuals, trusts, estates, charitable organizations, and small businesses through a two-advisor practice, offering investment management, financial planning, and tax preparation services. The firm follows a conservative, long-term investment approach that combines active and passive strategies, with tax-focused reporting and specialized financial analyses integrated into its advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)