Adam Koos
Libertas Wealth Management Group, Inc.

Tel: (614) 543-1350
5003 Horizons Drive
Ste 200
Columbus, OH 43220

Financial Freedom, Financial Liberty, Financial Independence

Libertas Wealth Management Group, Inc. | Financial Advisor in Columbus ,OH


About Libertas Wealth Management Group, Inc.

Connect With an Expert Financial Advisor and Get Answers

We have an unwavering passion for preserving investments during volatile markets and providing our clients with capital preservation, inflation protection, and steady ongoing income. With that being said, we cannot build family legacies without a tailored, comprehensive financial plan and solutions to go along with the plan.

It is imperative that you understand, the last thing we will discuss is transferring your money to us. In fact, unless there are extenuating circumstances present that warrant an expedited process, such as legal issues with your past advisor or an imminent market crash, we meet with every client at least three times, prior to signing any paperwork.

It is also crucial to note that we are not an insurance company, we do not peddle annuities to our clients, and as a fee-only firm, we legally cannot accept commissions of any kind.


General Information

Firm Start Year:   2001
No.of Employees:   5-9
Insurance License#:   n/a
Name of Broker/Dealer:   Libertas Wealth Management Group, Inc.
Name of Custodial Firm:   TD Ameritrade Institutional
States Licensed in:   We are licensed nationwide
Number of Years with Current Firm:   14
Work Experience:   2004 - Current - President / Portfolio Manager Libertas Wealth Management Group, Inc.

2001 - 2004 - Financial Advisor Edward Jones Investments
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses

Services

Investment Types:   Commodities , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Chartered Market Technicians Association (CMTA) , National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)


Firm Information

Firm's Number of Clients:   340
Firm's Number of Planning Clients:   340
Firm's Number of Managed Clients:   340
Assets Managed by Firm:   $60,000,000
Advisor's Number of Clients:   340
Advisor's Number of Managed Clients:   340
Advisor's Number of Planning Clients:   340
Assets Managed by Advisor:   $60,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   0.25-1.90%
Hourly Rate:   n/a
Additional Details on Charges:   Fees are all-inclusive. There is no additional charge for hourly advice, financial plans, financial plan updates, annual IRA fees, transaction costs, ticket charges, ACH or wire transfer fees.
Minimum Fee Charged for Managed Accounts:   n/a
Minimum Fee Charged for Hourly Planning Accounts:   n/a
Minimum Fee Charged for Flat Fee Accounts:   n/a


Board Positions

Organization:  Human Resources Association of Central Ohio (HRACO  Columbus, OH
Position :  Community Relations
Duration :  2013-2017

Organization:  Better Business Bureau  Columbus, OH
Position :  Spark Awards Selection Committee
Duration :  2016-Currently holding


Education

B.S. Behavioral Psychology - Business  The Ohio State University - Columbus, Ohio
September, 1996- June, 2001

B.S. Finance - CERTIFIED FINANCIAL PLANNER  Franklin University - Columbus, OHio
2004-2006



Faqs

  • Do you have a customer satisfaction or refund policy? Our fees are charged monthly in arrears and there is no contract. So if any point, if a client is unhappy, they can terminate the relationship at any time without penalty. With that said, anywhere between 12 - 20 hours of work go into every client at the onset of each relationship, prior to anyone being asked to sign paperwork. For that reason, we do not offer refunds on fees for our advice and service performed thereafter. Lastly, we are a fiduciary for our clients, which means that all decisions made and advice given must be in the best interests of our client, even if it means earning less money for the firm.
  • What are your qualifications? What is your education background? As a Fee-Only firm, we are not permitted to hold any securities licenses that would give us the ability to charge a commission. However, it is important to understand that education was obtained through formerly held licenses as follows: - Series 7, Series 24, Series 63, and Series 31 securities licenses. - Life insurance, health insurance, disability insurance, long-term care and variable life insurance licenses In addition to the education mentioned above, Adam Koos holds a CERTIFIED FINANCIAL PLANNER (CFP) certification. He has also completed Levels I and II of the Chartered Market Technician (CMT) designation with plans to complete (the final) Level III exam in 2018.
  • What is your approach to financial planning? 1st Visit - Discovery Meeting: Comprehensive client profile and Q&A 2nd Visit - Education Meeting: Education on our philosophy with regards to financial planning and investment management. 3rd Visit - Financial Planning Meeting: A comprehensive, written financial plan is presented, along with specific financial planning recommendations. 4th Visit - Mutual Commitment Meeting: Q&A and Paperwork 5th Visit - 45-day Meeting: Education on how to read statements, navigate through online account access, and tie up any loose ends. Ongoing Progress Reviews: Annual, semi-annual, or quarterly reviews, depending on client situation.
  • What services do you offer? We specialize in comprehensive wealth management, advanced planning, and investment management, including, but not limited to retirement, estate, tax, insurance, philanthropic, and education planning.
  • How many clients do you currently manage? 340 as of May, 2018
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Adam Koos

Adam Koos

CERTIFIED FINANCIAL PLANNER™ Certificant


Adam was born in Oberlin, OH and is a graduate of The Ohio State University. After obtaining dual-degrees in psychology and finance, he married his best friend, Donna, and they have 2 sons, Karston & Kamden. He is an avid Buckeye Football fan and has been to more than 140 games since 1995.

Adam started his career in 2001 and is considered one of Central Ohio's "20 People to Know in Finance"​ by Business First. In addition, he has been recognized:

1. In Financial Advisor Magazine as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management.

2. By Investopedia as one the Top-100 Most Influential Financial Advisors on the U.S.

3. On the cover of Proactive Advisor Magazine with an interview regarding his patented Defense First® portfolio management strategy.

Adam is an accomplished columnist and a former regular contributor at Wall Street Journal's MarketWatch Trading Deck. You can also find many of his columns in Forbes, US News & World Report, Yahoo! Finance, and he is also a regular contributor at Seeking Alpha.

Adam's company is regularly named to Columbus Business First's Book of Lists as one of central Ohio's "Top Fee Only Financial Planning Firms," he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 5-time winner of Columbus CEO Magazines Best of Business awards (winning Best Financial Advisory Firm"​), and is a recipient of the Better Business Bureau "Torch Award for Ethics & Trust."​

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My Services


Financial Advice & Consulting

As a fee-only firm, we've positioned ourselves in a manner that truly aligns our interests with those we work with.


Financial Planning for Individuals

We pride ourselves on being consultative fiduciaries for our clients, implementing comprehensive wealth management and financial planning.


Financial Planning for Businesses

Not only are we a fee-only fiduciary for our clients, but specifically regarding our business clients, we're also one of the very few 3(38) investment fiduciaries that exist in the U.S. As a 3(38) fiduciary, we remove the investment liability from our business clients' retirement plans (401k, 403b, 457, deferred comp, executive benefit, etc.).


My Team


Gina Howard
Gina Howard
Gina Howard is the Director of Operations and began working with Libertas Wealth Management Group in 2010. She is a graduate of Morehead State University and spent time as a Software Support Engineer for the Ohio Company & Checkfree before spending a few years at home raising her children. Gina was born & raised in Kentucky, but has lived in the Columbus/Marysville area since 1993. She and her husband, Mike, were married in 1991 and they have three children  Grant (Kristen), Shelby, ...more

Heather Atkins
Heather Atkins CRPC
Heather started her career with Libertas Wealth in 2014 as an intern while pursuing a finance degree. She began working full-time immediately after graduation from The Ohio State University Fisher College of Business. Heather is an active member of Columbus Young Professionals (CYP) and enjoys giving back to the community through their volunteer opportunities. She is a member of the volunteer committee for YEA! , an organization that mentors students in 6th-12th grade. Heather assists th ...more

Zak Leedom
Zak Leedom
Zak started his career with Libertas Wealth in 2013 as an intern while attending West Virginia University. He joined our office full time after graduating with a degree in Finance from West Virginia Universitys College of Business and Economics. Zak played collegiate soccer on scholarship for 4 years at WVU and was honored to be named team captain his junior and senior years. Zak was awarded Presidents and Deans List honors each semester, which also earned him First Team All- Academic ...more

Communities Served

Alexandria Amlin
Ashville Blacklick
Brice Canal Winchester
Columbus Commercial Point
Croton Delaware
Dublin Etna
Galena Galloway
Grove City Groveport
Harrisburg Hilliard
Irwin Johnstown
Kilbourne Lewis Center
Lithopolis Lockbourne
London Magnetic Springs
Marysville Milford Center
New Albany Ostrander
Pataskala Pickerington
Plain City Powell
Radnor Reynoldsburg
Sunbury Unionville Center
West Jefferson Westerville
Nationwide

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

Check Money Order
Bank Transfer

Awards & Recognitions


Business First "Top Fee-Only Financial Planners"
(04/01/2018)

Libertas Wealth Management Group, Inc., was named one of theTop Fee-Only Financial Planning Firms by Columbus Business First.


Investopedia Top-100 Influential Fin. Advisors
(06/04/2017)

Adam Koos was named to the INVESTOPEDIA 100 List of Top Influential Financial Advisors


Business First "Top Fee-Only Financial Planners"
(04/01/2017)

Libertas Wealth Management Group, Inc., was named one of theTop Fee-Only Financial Planning Firms by Columbus Business First.


Business First "Top Fee-Only Financial Planners"
(04/01/2016)

Libertas Wealth Management Group, Inc., was named one of theTop Fee-Only Financial Planning Firms by Columbus Business First.


Business First "Top Fee-Only Financial Planners"
(04/01/2015)

Libertas Wealth Management Group, Inc., was named one of theTop Fee-Only Financial Planning Firms by Columbus Business First.


Columbus' People to Know in Finance
(07/04/2014)

Adam Koos, president & founder of Libertas Wealth Management Group, Inc., was named one of Central Ohios People to Know in Finance.


Columbus CEO Magazine's Best of Business
(09/01/2014)

Columbus CEO Best of Business Awarded Libertas Wealth Management Group with their "Best of Business Award" for Best Financial Advisory Firm.


Columbus CEO Magazine's Best of Business
(09/01/2013)

Columbus CEO Best of Business Awarded Libertas Wealth Management Group with their "Best of Business Award" for Best Financial Advisory Firm.


Columbus CEO Magazine's Best of Business
(09/01/2012)

Columbus CEO Best of Business Awarded Libertas Wealth Management Group with their "Best of Business Award" for Best Financial Advisory Firm.


Financial Advisor Mag's "All-Star Research Team"
(02/01/2012)

Adam Koos, president & founder of Libertas Wealth Management Group, Inc., was nationally recognized by Financial Advisor Magazine as one of only eight portfolio managers in the country selected to their All-Star Research Team


Forty Under 40 Award
(10/01/2011)

Adam Koos, president & founder of Libertas Wealth Management Group, Inc., was named one of Columbus Business First newspapers Forty Under 40. Each year, a panel of six judges review hundreds of nominees, based on their Reason for Nomination, Professional Development, Awards & Recognition, and Community Involvement. These scores are combined and the highest 40 scores determine the honorees.


BBB Torch Award for Ethical Enterprising
(10/01/2011)

Better Business Bureau of Central Ohio honored Libertas Wealth Management Group, Inc with the Torch Award for Ethics & Trust, a program the BBB calls The Center for Character Ethics.


Columbus CEO Magazine's Best of Business
(09/01/2011)

Columbus CEO Best of Business Awarded Libertas Wealth Management Group with their "Best of Business Award" for Best Financial Advisory Firm.


Columbus CEO Magazine's Best of Business
(09/01/2010)

Columbus CEO Best of Business Awarded Libertas Wealth Management Group with their "Best of Business Award" for Best Financial Advisory Firm.

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