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Adam D. Koos, CFP®

Libertas Wealth Management Group, Inc.

6065 Frantz Rd
Ste 106
Dublin, OH 43017-3371
Phone: (614) 543-1350

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Corporate Finance
  • Estate Planning
  • Government & Military
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Succession Planning
  • Long-term Care

 

How Planner Charges

Considerations: Primarily engaged in individual stock & ETF portfolio management (i.e. - little-to-no investment expenses)

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.