A complete list of active advisors currently associated with Liberty Point Financial LLC

Warmer can help you find a great advisor at Liberty Point Financial LLC or one who fits your needs even better.

Liberty Point Financial LLC provides discretionary investment management and wealth management services to individuals, high‑net‑worth individuals, trusts, and estates. The firm combines ongoing portfolio oversight with financial planning, and also offers stand‑alone hourly planning engagements. The adviser generally uses a long‑term, fundamental analysis approach to construct diversified portfolios, primarily utilizing low‑cost mutual funds and ETFs with occasional use of individual stocks or bonds, and conducts regular account reviews and rebalancing. Liberty Point charges asset‑based advisory fees and directs trades through a qualified custodian, maintaining an institutional relationship with Schwab for custody and execution. The firm is newly formed (founded February 2026) and currently reports no assets under management or active clients, and its principal maintains substantial outside activities—serving as a seminary teacher (approximately 50% of his time), operating a mobile application business, and holding insurance licenses that may generate commission income. Those outside roles and the potential for insurance commissions, together with the firm’s institutional custodian relationship and owner‑operated structure, make its operating profile different from many independent peers, who are more commonly solo practitioners.

To learn more about the advisors currently working at Liberty Point Financial LLC, 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
Taylor Carlson	Syracuse, UT	1

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support