A complete list of active advisors currently associated with Liberty One Wealth Advisors
Warmer can help you find a great advisor at Liberty One Wealth Advisors or one who fits your needs even better.
Liberty One Wealth Advisors provides goals-based financial planning and discretionary portfolio management to individuals, high-net-worth clients, charitable organizations, retirement accounts and some institutions. Services described in the brochure include ongoing comprehensive financial planning, tailored asset allocation and portfolio construction, participant account management for held-away defined contribution accounts, and facilitated access to third‑party insurance products. The firm’s investment process is driven by individualized financial plans that establish target asset allocations and use primarily exchange-traded funds across equity and fixed‑income sleeves; portfolios are rebalanced when markets move roughly ±5%. LOWA discloses that it uses technology, including AI tools for marketing drafts and meeting transcription, for operational efficiency but does not use AI for investment decision‑making, and it may recommend third‑party managers for specialized tax or municipal bond strategies. Compared with many peers, LOWA both sponsors a wrap fee program (serving as the sole portfolio manager in that program and paying a custodian-based trading fee structure) and discloses the use of testimonials in its advertising practices. The brochure also notes formal referral arrangements and ownership ties to an affiliated insurance/legal entity and the availability of commissionable insurance products through certain supervised persons, matters the firm discloses as potential conflicts.
To learn more about the advisors currently working at Liberty One Wealth Advisors, 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 |
|---|---|---|
Philadelphia, PA
| 8
| |
Philadelphia, PA
| 8
| |
Philadelphia, PA
| 7
| |
Philadelphia, PA
| 12
| |
Philadelphia, PA
| 1
|
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