Liberty Financial Group, Inc.

Liberty Financial Group serves individuals, trusts, estates, charitable organizations and small businesses through a two-advisor practice overseeing roughly 238 client accounts. The firm provides ongoing investment management, financial planning and consultation, and it also offers tax preparation and related consulting to existing clients on an hourly basis.

The firm's investment approach is described as conservative and long-term, emphasizing strategic asset allocation implemented with a mix of active and passive managers — typically mutual funds and ETFs in tax‑deferred accounts and individual securities or bonds in taxable accounts. Liberty may use concentrated managers when appropriate, employs value-oriented security selection with multi‑year holding intentions, offers both discretionary and non‑discretionary management, and conducts at least annual reviews alongside tax‑focused reports such as annual tax‑loss and realized gain/loss reporting.

Noteworthy differences from many peers include the integration of tax preparation and specialized financial analyses (for example, reviews related to assisted living and long‑term care) into its advisory work. The brochure also highlights operational practices that affect custody — the firm routinely deducts advisory fees directly from client custodial accounts and may rely on standing letters of authorization — arrangements clients are urged to monitor via custodian statements.