Libertas Wealth Management Group

Specialties

Using a comprehensive «Defense First» approach and innovative portfolio management, together we create an individualized path to defend your financial freedom.

It’s our belief that families and businesses alike cannot afford to experience another loss like they did in 2000−2002…or 2007 – 2009. Like any sport, we believe that an offense without defense is worthless.

Most financial advisors cherry-​pick the «latest, greatest» 10 year track record on a mutual fund portfolio and compare it to what you’re doing now, in an attempt to convince you that history will repeat itself. They’ll show you stock market charts, refer to historical epics in time, and tell you that «You haven’t lost anything unless you sell it. Just stay the course and you’ll be just fine.

We believe that while history can look a lot like today, we’re trudging thru unprecedented times and unprecedented times require unprecedented action. What does this mean? It means that we don’t implement a «set it and forget it» approach to your life savings that you have worked so hard to save up. It means that we don’t implement a «Buy and Hold» approach to money management, leave your portfolios to be managed by chance.

When your life savings is in question, we take a «Defense First» mentality to managing wealth. It’s not good enough to make a profit… you have to keep the profit, too.

Contact us and get started today!

History

Established in 2001.

Adam Koos, Founder & President of Libertas Wealth Management Group, Inc., started his career in 2001 and is a well respected and successful financial advisor in the industry, beating out global giant, Morgan Stanley Smith Barney in Columbus C.E.O. Magazine’s 2010 «Best of Business» awards, winning «Best Financial Advisory Firm» three years in a row (2010, 2011, and 2012). He is a member of the «Patriot’s Club,» which ranks him in the top 10% of all financial advisors in the country at LPL Financial. He is also a recipient of the prestigious «Forty Under 40» award, presented by Columbus Business First newspaper.

Meet the Business Owner

Adam K.

Business Owner

Adam Koos is Founder & President of Libertas Wealth Management Group, Inc., a comprehensive wealth planning firm based in Columbus (Dublin), Ohio. He is also a registered principal and branch manager at LPL Financial, the nation’s largest independent broker/​dealer.

Adam started his career in 2001 and is a well respected and successful financial advisor in the industry, beating out global giant, Morgan Stanley Smith Barney in Columbus C.E.O. Magazine’s 2010 «Best of Business» awards, winning «Best Financial Advisory Firm.» He is a member of the «Patriot’s Club,» which ranks him in the top 10% of all financial advisors in the country at LPL Financial. He has been awarded the Angie’s List «Super Service Award,» given to only 5% of all companies in all industries, nationwide. He is also a recipient of the prestigious «Forty Under 40» award, presented by Columbus Business First newspaper.