Liberty Square Wealth Partners

Fiduciary Wealth Management in Bethlehem, PA

Clarity. Direction.
Peace of Mind.

Your partner for a secure financial future

The Answers You Need
for the Life You Want

“Am I on the right track?”

This is one of the most common questions we guide people through. We help you understand where you are in relation to your financial goals, what your options are, and how to move forward with purpose. Our objective is to bring you clarity and give you personalized guidance for wise financial decisions, no matter how complex the situation. By developing a focused plan, we help you filter out the distractions so you can confidently pursue your best life.

Holding Your Priorities
Above All Else

As fiduciaries, our priority is helping you make informed decisions and maximize your opportunities. We operate with the utmost integrity and ethical standards, basing every decision on what is best for you. That means wherever you are on your financial journey, we promise to offer advice that furthers your best interests, regardless of how it impacts us.

Welcome to Liberty Square

Our team is excited to announce that Liberty Square Wealth Partners is now a wholly independent practice. Our mission has always been to do what is best for our clients, and this transition allows us to provide an even greater level of service for your wealth management needs.

To learn more about our independent advisory model and how it benefits you, click below.

Learn More

Important Notice

You are now leaving the Liberty Square Wealth Partners' website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Liberty Square Wealth Partners or any advisor(s) whose name(s) appears on this Website. Liberty Square Wealth Partners is independently owned and operated. Schwab neither endorses nor recommends Liberty Square Wealth Partners. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Liberty Square Wealth Partners under which Schwab provides Liberty Square Wealth Partners with services related to your account. Schwab does not review Liberty Square Wealth Partners' website, and makes no representation regarding the content of the website. The information contained in the Liberty Square Wealth Partners website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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