Liberty Square Wealth Partners LLC logo

Liberty Square Wealth Partners LLC

Updated today

Client assets under management

$563,051,260

Clients

620

23% high-net-worth

Advisors

5

of 6 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

124

Very High

Average account size

$908,147

About

Liberty Square serves individuals (including high‑net‑worth clients), families, trusts, estates, businesses, charitable organizations, and retirement plans, offering wealth management, financial planning (standalone or integrated), and retirement plan advisory services. The firm provides both discretionary and non‑discretionary portfolio management and routinely works with clients to develop investment strategies, asset allocation, and ongoing wealth supervision.

The firm's investment process is primarily long‑term oriented and uses a combination of fundamental and technical analysis to construct diversified portfolios that rely largely on ETFs and mutual funds, while also permitting individual stocks, bonds, and legacy positions when appropriate. Liberty Square applies internal due diligence, seeks the lowest‑cost share classes when feasible, and rebalances or harvests gains/losses to align portfolios with each client’s goals and risk tolerance.

Noteworthy aspects include managing over $567.8 million in discretionary assets with a five‑advisor team serving roughly 620 clients across three offices, a structure that yields a higher client and asset load per advisor than many peer team firms. The firm also provides ERISA fiduciary retirement plan services, and several advisory personnel maintain insurance and broker‑dealer registrations (with related conflicts disclosed), while participating in an institutional custody relationship that supplies operational and research support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fixed fees range from $500 to $2,500.

Percentage

$0+: 0.50% annually unspecified+: up to 1.50% annually

Commissions

Certain Advisory Persons receive commissions from insurance product sales and as Registered Representatives of PKS for commissionable transactions, separate from advisory fees.

Project-based

Financial planning services hourly rate up to $300 per hour.

Other

Fee-only: Wealth management fees range from 0.50% to 1.50% annually, paid monthly in advance; Retirement plan advisory fees up to 1.00% annually; Financial planning fixed fees range from $500 to $2,500; hourly fees up to $300/hour.

Main office location

Liberty Square Wealth Partners LLC

1525 Valley Center Pkwy, Suite 120

Bethlehem PA 18017, United States

Number of offices

3

Most active in

California · Connecticut · Florida · Louisiana · Maryland · Nebraska · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Anthony C

Series 65

Bethlehem, PA

Liberty Square Wealth Partners LLC

Anthony Chrobak is a financial advisor at Liberty Square Wealth Partners LLC with a Series 65 designation and two years of industry experience. His prior work includes positions at Ameriprise Financial, Lehigh Valley Investment Group, LL Flooring, and Oasis Car Wash. Liberty Square Wealth Partners provides advisory services to individuals, families, trusts, estates, businesses, and retirement plans through wealth management and financial planning. The firm focuses on long-term portfolio management using ETFs, mutual funds, and individual securities, serving approximately 710 clients with $476 million in discretionary assets under management.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

Gerald C

CFP®, Series 63, Series 65

Ocala, FL

Liberty Square Wealth Partners LLC

Gerald Camera is a CFP® professional with 37 years of industry experience. He is currently a partner at Liberty Square Wealth Partners LLC and previously worked at Ameriprise Financial Services, LLC for over three decades. Outside of his advisory work, he owns and manages riding and show horses. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using ETFs, mutual funds, and individual securities, and manages approximately $476 million in discretionary assets across two advisors.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

Connor C

Series 65

Bethlehem, PA

Liberty Square Wealth Partners LLC

Connor Ciarciello is a financial advisor at Liberty Square Wealth Partners LLC, holding a Series 65 designation and beginning his advisory career in 2025. His prior experience includes roles at Chubb Insurance and Applebrook Golf Course, as well as academic positions at West Chester University and Bucks County Community College. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management and financial planning. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis, and manages approximately $476 million in discretionary assets across two advisors.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

David P

Series 63, Series 65, Series 66

Bolivia, NC

Liberty Square Wealth Partners LLC

David Pope is a financial advisor at Liberty Square Wealth Partners LLC with over 20 years of industry experience, including roles at Andalusian LLC and CVSA LLC. He holds Series 63, 65, and 66 designations. Outside of his advisory work, he is a musician who performs as a keyboardist and vocalist. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through both discretionary and non-discretionary wealth management and financial planning. The firm follows a primarily long-term investment approach using ETFs, mutual funds, and individual securities, managing approximately $476 million in discretionary assets across two advisors.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
user avatar

Allen H

ChFC®, Series 63, Series 65

Bethlehem, PA

Liberty Square Wealth Partners LLC

Allen Hamilton is a financial advisor with Liberty Square Wealth Partners LLC in Bethlehem, PA, holding the ChFC® designation with 32 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, LLC and Purshe Kaplan Sterling Investments, Inc. Outside of financial advising, he is an equity owner of a golf club. Liberty Square Wealth Partners provides advisory services to individuals, high net worth clients, families, trusts, estates, businesses, and retirement plans through discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory engagements. The firm employs a primarily long-term investment approach using ETFs, mutual funds, and individual securities, supported by fundamental and technical analysis and internal due diligence.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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