Financial Advisors
Frisco, TX
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.
Ideal for: Business owners and families seeking comprehensive financial planning, individuals planning for retirement, clients wanting insurance and legacy planning integrated with investment management
Service area: Frisco, TX and surrounding Dallas-Fort Worth area
Independent Firm with Multiple Carriers: As an independent advisor, Libertas works with a variety of insurance companies and carriers to offer clients abundant options rather than being tied to a single provider.
Mission-Driven Financial Planning: The firm begins with personal discussions about your mission and impact goals, helping you unlock financial freedom aligned with your values and lifestyle.
Comprehensive Service Offerings: They provide integrated planning across financial planning, investments, insurance, retirement, estate planning, and long-term care to create a complete financial strategy.
Address: 9355 John W. Elliott Dr N25, Frisco, TX 75034
Phone: (972) 646-2525
Website: libertasfinancialadvisors.com
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