We are so proud of the accomplishments that we achieved in 2022. Thank you to our partners, clients, colleagues, and friends who have supported us. Here’s a look back on another successful year at LibertyFi:
Once again, thank you for your support, and we wish you and your loved ones a happy holiday season and a wonderful new year!
In today’s rapidly evolving wealth management landscape, independent financial advisors face increasing demands from their clients. Maybe you even know this struggle yourself: To thrive,
Perhaps you’ve heard our recent news: LibertyFi and Aptus Capital Advisors have merged to create a firm designed to build custom solutions for RIAs. We
In this episode of Secrets to Scale, Alli Jordan sits down with JD Gardner, Founder and Chief Investment Officer of Aptus Capital Advisors (Aptus), for
