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When it comes to his clients, Jacky Petit-Homme, co-founder of Philadelphia’s Liberty One Financial Advisors — a firm that now has $75 million in AUM and has grown in just two years to serve approximately 120 households — draws on the experiences of his Haitian parents and those who came before them.

Thank you to Charles Schwab for inviting our team to Schwab's IMPACT® Conference 2022 in Denver, Colorado. It was great to connect with our peers in the industry and discuss the economic outlook, current state of markets, and industry trends!

“A first-generation son of Haitian immigrants, Petit-Homme took a leap in 2021 when he left a stable career at Merrill Lynch to co-found a wealth management firm in Philadelphia with two partners. In that short period, his firm has grown to serve roughly 120 households with about $75 million in AUM. He tells clients that his goal is to be the “CFO of their family,” and is dedicated to making financial literacy more accessible — which is the mission of a nonprofit he hopes to launch in 2023.“

Congratulations to our partner, Jacky L Petit-Homme, CFP® on being named Advisor of the Year by RIA Intel!

Guilian DiLeonardo and Jacky Petit-Homme are certified financial planners and two of the three founding partners of Liberty One Wealth Advisors in Philadelphia, Pennsylvania. After working at a traditional wirehouse, or bank, Jacky, Guilian and their partner decided to open their own independent wealth management firm to best serve their clients. Thomas, Guilian and Jacky discuss the roles and responsibilities of a financial planner, the differences between a planner and an investment advisor, breaking out of the cycle of living paycheck to paycheck, the decision to go independent, Liberty One's fee structure, and the brand's identity and diversity in the financial services industry

Retail investors today, for the most part, understand that market risk comes with the territory. However, despite its prevalence in today’s world, headline risk is not often addressed.

How is the volatility of 2022 comparable to years past?

“The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished difference-makers.”

We’ve come a long way from checking daily stock prices on the radio or calling your broker to get the latest ticker reading.

Is market timing worth it?

How might markets perform as the Federal Reserve hikes interest rates?

70% of Black Americans do not have a will. Unfortunately, when we find out there isn’t a will, it’s usually too late.

Your financial picture is as unique to you as your fingerprint. If your co-workers have convinced you (rightfully so) to contribute to your 401(k), that doesn’t mean you should be investing in the same way they are.