Liberty Square Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$563,051,260
Clients
620
Advisors
5
across 3 offices
About
Liberty Square serves individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning (standalone or integrated), and retirement plan advisory services. The firm provides both discretionary and non‑discretionary portfolio management and routinely works with clients to develop investment strategies, asset allocation, and ongoing wealth supervision.
The firm's investment process is primarily long‑term oriented and uses a combination of fundamental and technical analysis to construct diversified portfolios that rely largely on ETFs and mutual funds, while also permitting individual stocks, bonds, and legacy positions when appropriate. Liberty Square applies internal due diligence, seeks the lowest‑cost share classes when feasible, and rebalances or harvests gains/losses to align portfolios with each client’s goals and risk tolerance.
Noteworthy aspects include managing over $567.8 million in discretionary assets with a five‑advisor team serving roughly 620 clients across three offices, a structure that yields a higher client and asset load per advisor than many peer team firms. The firm also provides ERISA fiduciary retirement plan services, and several advisory personnel maintain insurance and broker‑dealer registrations (with related conflicts disclosed), while participating in an institutional custody relationship that supplies operational and research support.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $2,500.
$0+: 0.50% annually unspecified+: up to 1.50% annually
Certain Advisory Persons receive commissions from insurance product sales and as Registered Representatives of PKS for commissionable transactions, separate from advisory fees.
Financial planning services hourly rate up to $300 per hour.
Fee-only: Wealth management fees range from 0.50% to 1.50% annually, paid monthly in advance; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees range from $500 to $2,500; hourly fees up to $300/hour.
Main office
See office1525 Valley Center Pkwy, Suite 120
Bethlehem PA 18017
Advisors at this office
3
Offices (3)
Most active in
California · Connecticut · Florida · Louisiana · Maryland · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anthony C
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Anthony Chrobak is a financial advisor at Liberty Square Wealth Partners LLC with a Series 65 designation and two years of industry experience. His prior work includes positions at Ameriprise Financial, Lehigh Valley Investment Group, LL Flooring, and Oasis Car Wash. Liberty Square Wealth Partners provides advisory services to individuals, families, trusts, estates, businesses, and retirement plans through wealth management and financial planning. The firm focuses on long-term portfolio management using ETFs, mutual funds, and individual securities, serving approximately 710 clients with $476 million in discretionary assets under management.
Gerald C
CFP®, ChFC®, Series 63, Series 65
Ocala, FL
Liberty Square Wealth Partners LLC
Gerald Camera is a CFP® and ChFC® affiliated with Liberty Square Wealth Partners LLC, bringing 38 years of industry experience. He previously worked at Ameriprise for 36 years before joining Liberty Square and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns and manages riding and show horses in Ocala, FL. Liberty Square Wealth Partners serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans with wealth management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios, managing over $567.8 million in discretionary assets.
Connor C
Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Connor Ciarciello is a financial advisor at Liberty Square Wealth Partners LLC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Chubb Insurance and Applebrook Golf Course, as well as academic positions at West Chester University and Bucks County Community College. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis, and manages approximately $476 million in discretionary assets across two advisors.
David P
Series 63, Series 65, Series 66
Bolivia, NC
Liberty Square Wealth Partners LLC
David Pope is a financial advisor at Liberty Square Wealth Partners LLC with one year of industry experience. He holds Series 63, 65, and 66 designations and previously worked at Andalusian LLC from 2021 to 2024 and CVSA LLC from 2002 to 2021. Outside of finance, he is a keyboardist and vocalist involved in musical entertainment. Liberty Square serves individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term oriented investment process using fundamental and technical analysis to construct diversified portfolios primarily composed of ETFs and mutual funds, while also accommodating individual stocks, bonds, and legacy positions as appropriate.
Allen H
ChFC®, Series 63, Series 65
Bethlehem, PA
Liberty Square Wealth Partners LLC
Allen Hamilton is a financial advisor with Liberty Square Wealth Partners LLC in Bethlehem, PA, holding the ChFC® designation with 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments, Inc. Outside of financial advising, he is an equity owner of a golf club. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory engagements. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis and internal due diligence.
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