A complete list of active advisors currently associated with Liberty Financial Planning, Inc.
Warmer can help you find a great advisor at Liberty Financial Planning, Inc. or one who fits your needs even better.
Liberty Financial Planning serves individuals and families seeking objective, fee-only financial advice. The firm provides written financial plans and ongoing financial consulting engagements, delivered under written service agreements and billed either hourly or via a fixed annual retainer. Investment recommendations center on an asset-allocation framework guided by client goals, risk-capacity assessments, and a risk-tolerance questionnaire; Liberty typically recommends mutual funds and exchange-traded funds, with an emphasis on low‑cost index funds, strategic buy-and-hold positioning, periodic rebalancing, and tax-aware allocation. The firm does not take custody of client assets or exercise discretionary trading authority, so clients retain control over implementation and choice of broker-dealer. Liberty is notable among independent peers because it does not provide portfolio management for individual accounts and does not charge fees based on a percentage of assets under management — approaches that are less common for firms in this category. The firm also avoids product sales and third‑party compensation, and its principal brings prior corporate finance and e‑commerce industry experience plus an MBA, which inform the firm’s planning and consulting focus.
To learn more about the advisors currently working at Liberty Financial Planning, Inc., 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 |
|---|---|---|
Canton, MI
| 15
|
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