Independent Fiduciary Wealth Management & Financial Planning Firm Focused on Your Goals
Our trusted financial advisors provide personalized financial planning and investment management designed to protect and grow your wealth.
At Liberty One, we measure our success through our ability to help individuals and families achieve a secure financial future, while
focusing on the personal goals and aspirations of each and every client.
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Objective, Holistic, and Relevant Advice
At Liberty One, we are independent fiduciary financial advisors acting in the best interest of our clients. Through holistic financial planning services and transparent, open communication, we provide personalized financial planning for families and individuals—helping each client make confident decisions about their financial future.
Our Offerings
From comprehensive financial planning and disciplined investment management to retirement income strategies and estate legacy planning, Liberty One Wealth provides coordinated solutions for every stage of life.
Financial Planning
Bespoke financial planning helps put our clients in a position to reach their short and long-term goals. A sound investment strategy starts with a plan, and this robust financial plan is the foundation of the investment strategy.
Asset Allocation
Effectively diversifying across asset classes enables our team to guide clients on the path to their goals as we aim to minimize return variability over the long term.
Investment Management
Managing risk through active rebalancing empowers our clients to mitigate the level of overall risk within their investments. A rules-based strategy that’s incorporated for each client looks to take the emotion out of investing.
Asset Location
Optimal portfolio construction minimizes the impact of taxes by investing tax-efficiently based on the account type. Taxable and tax-advantaged accounts invested appropriately can lead to incremental return differences that have a powerful compounding effect over the long run.
Behavioral Coaching
Investing evokes emotion. In an ever-changing market, our hands-on approach provides the appropriate guardrails during years of great returns as well as the foresight to stay invested during times of opportunity.
Financial Education
Our team’s enhanced focus on education empowers our clientele to cultivate an increased understanding of the financial markets.
You’re In Good Hands
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Contact
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2001 Market Street Suite 2500 Philadelphia, PA 19103
Office Hours: Mon – Sat: 8:00 AM – 10:00 PM
Wealth Management Firm FAQ
Navigating your financial life can feel overwhelming, especially when you are balancing everyday decisions with long-term goals like retirement, investing, and planning for your family’s future. Many people are not looking for more complexity. They want clarity, structure, and guidance they can trust. This is where a wealth management firm can play an important role.
A wealth management firm helps individuals and families understand their full financial picture and make informed decisions over time. Rather than focusing on one product or account, the approach looks at how planning, investments, taxes, and long-term goals work together. The purpose is not to chase trends or promise outcomes, but to provide objective guidance that helps you feel more confident about the choices you are making. In this guide, we explain what a wealth management firm does, how fiduciary advice works, and how this type of planning can help reduce uncertainty and support long-term financial security.
What exactly does a wealth management firm do?
A wealth management firm helps you coordinate the major pieces of your financial life so your decisions work together rather than in isolation. For example, we integrate financial planning, investment management, asset allocation and asset location, thoughtful insurance considerations, and ongoing financial education into a coherent approach tailored to your goals.
Rather than offering a single recommendation here or there, we help you see the bigger picture and make confident, informed decisions that support your long-term financial security. Our priority is always to help you understand your options and make choices that fit your life—especially for local families and professionals here in the Philadelphia area.
Takeaway: A wealth management firm brings together your planning, investments, and financial goals in a thoughtful, long-term approach focused on your confidence and clarity.
How is a wealth management firm different from a financial advisor?
The difference usually comes down to scope and coordination, not importance. A financial advisor may focus on a specific area, such as investment management or retirement planning. A wealth management firm takes a broader view, helping you connect multiple parts of your financial life—financial planning, investments, asset location, insurance considerations, and education—so decisions are made in context rather than in isolation.
We approach this work as an ongoing relationship, especially when your finances involve multiple moving parts or long-term goals that need regular review. The focus is not on account size, but on helping you understand how today’s decisions affect your future and giving you clarity as your needs evolve.
Takeaway: A wealth management firm provides more integrated, ongoing guidance across multiple financial areas, while a financial advisor may focus on a narrower set of needs.
What does it mean for a firm to be a fiduciary?
Being a fiduciary means we are legally required to act in your best interest at all times. Every recommendation must be based on what supports your goals, not on commissions, incentives, or product sales. This includes fully disclosing conflicts of interest and providing advice that is objective, transparent, and grounded in your situation.
For you, this matters because it creates trust and accountability. It means we focus on helping you make informed decisions across planning, investments, and long-term strategy, knowing the guidance you receive is designed to support your financial well-being, not someone else’s agenda.
Takeaway: A fiduciary firm is required to put your interests first, providing objective, transparent guidance you can trust.
What specific services can I expect from a wealth management firm?
You can expect guidance that starts with financial planning, which serves as the foundation for everything else. This planning process helps clarify both short- and long-term goals and creates a framework for informed decision-making. From there, services often include asset allocation and investment management, where portfolios are diversified, actively rebalanced, and managed using a rules-based approach designed to reduce emotional decision-making and manage risk over time.
Beyond investments, a wealth management firm also helps with asset location, making thoughtful decisions about how investments are held across taxable and tax-advantaged accounts to improve tax efficiency. Ongoing behavioral coaching and financial education are equally important, helping you stay disciplined through market changes and better understand how your financial plan works. The goal is not complexity for its own sake, but clarity, coordination, and confidence as your financial life evolves.
Takeaway: A wealth management firm provides coordinated financial planning, investment management, tax-aware asset placement, behavioral guidance, and education, all working together to support long-term goals.
How can a wealth management firm help with retirement planning?
A wealth management firm helps with retirement planning by building a clear, personalized plan around how you want retirement to look and how your finances can support it. We start by understanding your goals, timeline, and income needs, then review your existing savings, investments, and accounts to see how everything fits together. This planning-first approach creates a practical framework for making informed decisions before and during retirement.
From there, retirement planning often includes investment management, thoughtful asset allocation, and tax-aware asset location to help support long-term income. We also focus on education and ongoing guidance so you understand how withdrawals, market changes, and risk management can affect your plan over time. The goal is not to predict every outcome, but to help you feel prepared, informed, and confident as retirement approaches.
Takeaway: Retirement planning brings your goals, investments, and income strategy together into a clear plan designed to support long-term security and peace of mind.