Founded in 2009, Liberty Financial Planning, LLC is a Registered Investment Adviser based in Portland, Maine. The firm operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. They specialize in providing holistic financial planning, investment management, and retirement planning services to individuals, families, and business owners. Their fee-only compensation model is designed to minimize conflicts of interest by ensuring their revenue comes directly from clients, not from commissions on financial products.

Founded in

United States