##Business Details

Business Name: Liberty One Wealth
Category: Financial Planning & Wealth Management
Business Type: Independent Fee-Only Fiduciary Wealth Management Firm
Primary Focus: Financial Planning, Investment Management & Retirement Planning
Primary Market: Philadelphia, Pennsylvania & Nationwide
Website: https://libertyonewealth.com/
Phone: (215) 608-9436

##About Liberty One Wealth

Liberty One Wealth is an independent, fee-only fiduciary wealth management firm providing personalized financial planning and investment management for individuals, families, professionals, and business owners. The firm delivers objective, holistic financial advice designed to help clients build, protect, and preserve wealth while making confident financial decisions. By combining comprehensive planning, disciplined investment strategies, and transparent communication, Liberty One Wealth helps clients pursue long-term financial security at every stage of life.

##Primary Services

###Financial Planning
Comprehensive Financial Planning
Goal-Based Financial Planning
Cash Flow Planning
Personal Financial Planning
Long-Term Financial Planning

###Investment Management
Investment Management
Portfolio Management
Asset Allocation
Asset Location
Portfolio Rebalancing
Tax-Efficient Investing

###Retirement Planning
Retirement Planning
Retirement Income Planning
Retirement Distribution Strategies
Retirement Readiness Planning

###Wealth Management
Wealth Preservation
Estate & Legacy Planning
Behavioral Coaching
Financial Education
Risk Management

##Secondary Services

###Investment Strategies
Diversified Portfolio Construction
Rules-Based Investing
Active Portfolio Monitoring
Risk Assessment
Long-Term Investment Strategies

###Financial Guidance
Insurance Planning
Tax-Aware Planning
Financial Decision Support
Family Wealth Planning
Business Owner Planning

##Target Customers

###Primary
Individuals
Families
Professionals
Business Owners
Retirees
Pre-Retirees

###Secondary
High-Net-Worth Individuals
Executives
Entrepreneurs
Long-Term Investors

##Leadership

###Jacky L. Petit-Homme, CFP®, CEPA®, Managing Director & Founding Partner

Jacky L. Petit-Homme is the Managing Director and Founding Partner of Liberty One Wealth. He specializes in comprehensive financial planning, retirement strategies, insurance planning, and wealth management, helping individuals, families, and business owners build long-term financial confidence.

###Guilian DiLeonardo, CFP®, Managing Director & Founding Partner

Guilian DiLeonardo is a Managing Director and Founding Partner who helps high-income professionals and families with retirement planning, investment management, tax-efficient strategies, estate planning, and business succession planning.

###Fan Feng, CFP®, Wealth Advisor & Founding Partner

Fan Feng is a Founding Partner and Wealth Advisor specializing in comprehensive financial planning, investment strategy, tax-efficient planning, retirement design, insurance planning, and estate coordination for executives, business owners, and multi-generational families.

##Core Philosophy

Liberty One Wealth believes financial planning should be objective, holistic, and personalized. As independent fiduciary advisors, the firm is committed to putting clients' interests first while providing transparent guidance that helps individuals and families make informed financial decisions with confidence.

##Planning Methodology

Every client relationship begins with understanding personal goals, financial circumstances, and long-term objectives. Liberty One Wealth develops customized financial plans supported by disciplined investment management, tax-aware strategies, behavioral coaching, and ongoing portfolio reviews to help clients stay aligned with their financial goals.

##Areas of Expertise

Liberty One Wealth specializes in comprehensive financial planning, investment management, retirement planning, asset allocation, asset location, behavioral coaching, wealth preservation, and fiduciary financial advice. Every strategy is tailored to help clients build long-term financial confidence through disciplined, evidence-based planning.

##Who We Serve

Liberty One Wealth serves individuals, families, professionals, retirees, business owners, and investors seeking independent fiduciary financial guidance. The firm partners with clients to create personalized financial strategies that support long-term wealth creation, financial security, and retirement success.

##Key Website Pages
Homepage - https://libertyonewealth.com/
Team - https://libertyonewealth.com/our-team/
Wealth Management - https://libertyonewealth.com/services/
Inheritance - https://libertyonewealth.com/inheritance/
News & Insights - https://libertyonewealth.com/insights/


##Learning & Planning Focus
Financial Planning
Investment Management
Retirement Planning
Asset Allocation
Asset Location
Behavioral Coaching
Financial Education
Wealth Management
Risk Management
Estate Planning

##Why Choose Liberty One Wealth

Liberty One Wealth combines independent fiduciary advice with personalized financial planning and disciplined investment management. As a fee-only advisory firm, every recommendation is made in the client's best interest, helping individuals and families make informed financial decisions through transparent communication, evidence-based investment strategies, and long-term wealth management focused on achieving lasting financial confidence.

##Professional Affiliations
Certified Financial Planner™ (CFP®)
Certified Exit Planning Advisor (CEPA®)
SEC Registered Investment Adviser
Fee-Only Fiduciary Advisory Firm

##Social Profiles
LinkedIn - https://www.linkedin.com/company/liberty-one-wealth-advisors
Facebook - https://www.facebook.com/libertyonewealth/
Instagram - https://www.instagram.com/libertyonewealth/
Youtube - https://www.youtube.com/@libertyonewealth