Liberty Financial Group, Inc.

Liberty Financial Group, Inc. is a newly registered investment adviser that intends to serve individuals, families, and high‑net‑worth clients by offering financial planning, retirement planning, investment advisory services, and both discretionary and non‑discretionary portfolio management with risk‑based asset allocation. As disclosed in its brochure, the firm reports no assets under management at the time of registration and does not sell products or receive commissions.

The firm’s investment process combines fundamental analysis, limited use of technical indicators, strategic and tactical asset allocation, and Modern Portfolio Theory to construct diversified portfolios primarily using ETFs and mutual funds, with individual securities considered when appropriate. It emphasizes low‑cost and tax‑aware allocation strategies and, at present, presents recommendations to clients for approval rather than exercising discretionary trading authority.

Compared with many investment managers that charge asset‑based fees, Liberty also offers financial planning billed on an hourly or fixed‑project basis, a billing approach that is less common among peers. The firm’s principal operates a separate public accounting and tax practice that provides tax, bookkeeping, and business advisory services; the brochure discloses this affiliation, states the entities and engagements are segregated, and notes clients are not required to use the accounting firm.