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

THE LATEST FROM OUR BLOG

The Libertarian Advisor – Podcast Episode 2
Everything will be fine until the day its not.  Latest Podcast

Everything will be fine until the day its not. Latest Podcast

Tim Picciott takes the contrarian economic view point while breaking down very important economic developments going on within the economy.
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The Liberty Advisor Episode 16 – 3.1.18 market update

The Liberty Advisor Episode 16 – 3.1.18 market update

In this podcast Tim gives his clients the real news on the economy. There are many economic indicators that paint
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The Liberty Advisor Podcast Subscribe Page

The Liberty Advisor Podcast Subscribe Page

             
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Podcast Subscription page

Podcast Subscription page

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Free Talk Live appearance at Anarchapulco 2018

Free Talk Live appearance at Anarchapulco 2018

On this episode of the podcast Tim is interviewed by Ian Freeman of Free Talk Live at Anarchapulco 2018 in
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Episode 14 – AZ Congressional candidate Sheriff Richard Mack

Episode 14 – AZ Congressional candidate Sheriff Richard Mack

Today on the podcast we are honored to have Sheriff Richard Mack. The Sheriff is running for congress on a
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FISA Memo Breakdown with Ernest Hancock and Tim Picciott

FISA Memo Breakdown with Ernest Hancock and Tim Picciott

In this special edition of the "Declare your Independence with Ernest Hancock" show Tim and Ernie delve into the Fisa
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The Libertarian Advisor Podcast Episode 13 America's Looming Pension Crisis and Biggest Risks Retiree's Face

The Libertarian Advisor Podcast Episode 13 America's Looming Pension Crisis and Biggest Risks Retiree's Face

In this wide ranging talk at the Arizona Breakfast club, Tim lays the foundation for why America's pension system will
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Podcast Episode 12 – The Trump Effect and Why Good News is Bad News

Podcast Episode 12 – The Trump Effect and Why Good News is Bad News

This was from a speech I gave at March 10-7-17 at the Arizona Breakfast club on "The Trump Effect, and
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