About
Our Team
We empower our clients to navigate today’s complex financial world with customized strategies that fit their personal, family, and business needs. With deep expertise and a collaborative approach, we turn uncertainty into opportunity.
Strategic Alliances
To elevate your investment management and financial planning experience, we’ve partnered with Gradient Investments, LLC — a highly regarded, privately owned, SEC-registered investment advisor. Gradient Investments supports financial advisors nationwide, delivering professional money management services, investment research and strategy, and portfolio support based on your unique objectives. Through this partnership, we’re able to offer you innovative strategies and personalized retirement planning services. Please be advised that Gradient Investments, LLC, and Liberation Financial Partners operate independently.
President Gradient Investments, LLC
Senior Portfolio Manager Gradient Investments, LLC
Portfolio Manager Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.