Wealth Management
Liberty One is a fee-only wealth management firm providing financial planning and investment management for clients who value clear thinking and long-term discipline.
What is Wealth Management?
Wealth management is the coordination of financial planning and investment decisions over time. At Liberty One, it means understanding your goals, constraints, and long-term priorities first, then building and managing an investment strategy that supports those decisions as circumstances change.
Who This Service is for
Individuals
People managing long-term investments alongside career changes, personal goals, and evolving priorities.
Families
Households balancing retirement planning, education goals, and multi-generational considerations, including how to thoughtfully handle inherited assets.
Professionals
High-earning professionals navigating investment complexity, tax considerations, and long-term planning decisions.
Business Owners
Owners planning around liquidity events, risk management, and how business assets fit into their overall financial picture.
What’s Included
Investment Strategy
We develop an investment strategy based on your objectives, time horizon, and risk considerations, rather than short-term market views or trends.
Asset Allocation
Asset allocation decisions are structured to balance risk and return over time, taking into account how different assets behave across market cycles.
Portfolio Management
Portfolios are implemented and managed with discipline, including rebalancing and adjustments as conditions or goals change.
Risk Management
Risk is addressed through diversification, planning, and ongoing evaluation, not by attempting to predict markets.
Tax-Aware Planning
Investment and planning decisions are reviewed with tax considerations in mind, helping reduce unnecessary drag over time.
Ongoing Review
We maintain an ongoing advisory relationship, reviewing progress and making updates as your circumstances evolve.
Our Process
Discover
We begin by understanding your goals, priorities, and constraints, along with how your finances are currently structured. This includes listening first and identifying the decisions that actually need attention.
Analyze
We review your existing investments, planning assumptions, and risk exposure to understand how everything is working together, and where adjustments may be needed.
Strategize
Based on that analysis, we develop a coordinated plan that aligns financial planning and investment management around your long-term objectives.
Monitor & Grow
Your circumstances and markets change over time. We maintain an ongoing advisory relationship, reviewing progress and making updates as conditions or priorities evolve.
Why Choose Liberty One?
Choosing a financial advisor means trusting someone with decisions that compound over time. At Liberty One, we approach that responsibility with discipline, independence, and a clear fiduciary obligation to act in our clients’ best interests.
Fiduciary Responsibility
We operate as fiduciary financial advisors, which means we are legally and ethically required to put our clients’ interests first at all times.
Objective Advice
Our advice is not influenced by commissions, product incentives, or outside pressures. Recommendations are made based on planning, judgment, and what is appropriate for each client’s situation.
Personalized Planning
We take the time to understand each client’s goals, constraints, and priorities before making recommendations. Planning is built around real circumstances, not templates or assumptions.
Long-term Partnership
We take the time to understand each client’s goals, constraints, and priorities before making recommendations. Planning is built around real circumstances, not templates or assumptions.
Our Feedback
Ruben
2025-08-22
Awesome service, timing and price! I used to work with one of the bigger well known carries – not anymore. BestCare safely and securely transported my 66 Shelby GT350…
Josh Jones
2025-08-14
Great communication with this broker,
would work with them again!
Jayce
2025-08-13
The team at BCAT logistics are awesome! My load from ga to Tn was smooth thanks to them! 5 stars all the way!
Contact us and let’s work together
Contact
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2001 Market Street Suite 2500 Philadelphia, PA 19103
Office Hours: Mon – Sat: 8:00 AM – 10:00 PM
