Ocala, FL Office

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.