Libertas Financial Advisors

Libertas Financial Advisors is an independent financial planning firm in Frisco serving clients who want comprehensive wealth management with a focus on stewardship and legacy building. Led by CEO Jeremy Patton and a team with combined decades of financial services experience, they offer financial planning, investment management, insurance analysis, retirement planning, and estate planning services. Their client-first approach emphasizes personal discovery of your financial mission and goals to create customized strategies for financial independence and protection.