INDEPENDENT ADVICE FROM a CERTIFIED FINANCIAL PLANNER™

The Liberty Advisor is a private wealth management firm located in Scottsdale, AZ. Liberty Advisor was founded with a clear mission in mind – to build a practice with trust, transparency, and objective independent advice at the core of everything we do. Since we don’t offer proprietary investment products or engage in investment banking activities, we are not pressured by our affiliates to sell their products.

With nearly 10 years of experience and an arsenal of industry resources, no situation is too complex for us to handle.

INVESTMENT PHILOSOPHY

There are many ways to make the journey from New York to San Francisco. How you travel and the path you take depends on your goals for the trip. No matter how you choose to travel, you want the trip to be cost-effective, you want to avoid unnecessary risk, and you want to reach your destination.

FINANCIAL PLANNING

We use an integrated approach that marries investment planning with financial planning. We simulate your ideal and acceptable goals through 1,000 lifetime simulations. From depression to exuberance, we forecast the likelihood you achieve them in every conceivable market environment, while ideally taking the least amount of risk possible.

OUR PROCESS

Once we understand what clients are working towards, we help our clients manage their investments in a personal way. Our unique investment strategy uses a combination of strategic and tactical asset allocation. Strategic asset allocation is used to provide diversification. Tactical asset allocation identifies long term trends, entry and exit points.

SERVICES

Retirement Savings & Income Planning – Tax planning – Estate Planning – Risk Management & Insurance Planning – Investment Planning – Employee Benefits including 401(k) – Education Planning – Plan set up and administration

 

HAVE YOU STRESS TESTED YOUR PORTFOLIO LATELY?

Find out your Risk Number™ today with a free, no obligation analysis from one of our Advisors. In 5 minutes or less, find out: the risk you are comfortable with, the risk necessary to help work towards your goals, and the risk in your current portfolio.

 

QUANTITATIVELY PINPOINT RISK

The Liberty Advisor uses patented Risk Number™ technology to objectively calculate your true risk tolerance. The underlying scientific framework that powers Riskalyze was awarded the Nobel Peace Prize in Economics.

 

PORTFOLIOS THAT FIT

The Liberty Advisor uses your risk number to create a custom portfolio specifically tailored to your unique and individual risk preferences.

 

FIND TAX INEFFICIENCIES & OPTIMIZE PORTFOLIO

By managing money at a household level we are able to more effectively manage your tax burden by keeping more money in your pocket.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Neither Liberty Advisor Wealth Management or Innovative Advisory Group provides tax or legal advice.

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