About Liber Advisors: Your Trusted Financial Planning Partner

Our Mission: Empowering Financial Self-Reliance

At Liber Advisors, our mission is to help business owners and retirees become financially self-reliant—so they can live with clarity, confidence, and control.

Too many people have seen their futures compromised by poor financial advice. We’re here to change that.

Through personalized planning and education, we guide our clients to grow wealth with less volatility, reduce tax burdens, and build lasting legacies. Whether you’re a business owner, an individual approaching retirement, or simply want to make smarter financial decisions along your way, we provide the tools and strategies to help you succeed—now and for generations to come. Because financial freedom isn’t just about having more—it’s about knowing what to do with what you have.

Growing up, Stephen also saw two distinct mindsets about money: those who enjoyed it and those who constantly worried about it. This contrast was vast and caused him to contemplate money, investing, and financial planning from a young age. When he was 13, he received his first lesson concerning financial planning from his grandfather: “Never invest in something you don’t understand.” That lesson stuck, and ever since, Stephen has been passionate about understanding financial strategies to help people live with confidence and security.

Early in his professional life, Stephen helped people navigate the confusing maze of Medicare. He saw firsthand how limited an individual’s options can be for those without the right financial foundation. It was heartbreaking to witness people struggling simply because they hadn’t received the right advice earlier in life. That experience drove Stephen to find ways to make financial independence more accessible, so others wouldn’t face those same challenges.

Now, Stephen uses his expertise, which includes years of education, licenses, and hands-on client experience, to guide individuals (especially business owners), and retirees toward financial freedom. Whether it’s growing wealth, reducing market volatility, or generating steady income, Stephen is dedicated to helping his clients achieve financial peace of mind.

Why “Liber?”

“Liber” is the Latin word for “tree bark” which was once used to measure whether one was literate or not. It is the root word for both “liberty” and “library,” reminding us that true freedom begins with education. At Liber Advisors, we believe financial literacy is the foundation for lasting financial independence.

We Empower You Through Education

Our mission is to equip you with knowledge and guidance so you can make confident, informed financial decisions. Whether you’re planning for retirement, growing your investments, or seeking smarter tax strategies, we provide clear, personalized advice tailored to your goals.

Putting Your Interests First

We believe in a transparent, client-first approach. You can count on honest communication, strategic insight, and a commitment to helping you build wealth and create a secure financial future—for yourself and for generations to come.

Why Choose Us

At Liber Advisors, we do more than manage money—we help you build a life of financial freedom with clarity and confidence.

Education First

We believe smart decisions come from understanding your options. That’s why we offer seminars, 1:1 coaching, webinars, and straight-talk guidance—so you always feel informed, not overwhelmed.

Built for Accumulation and Distribution

Whether you’re growing a company, investing in a retirement account, or preparing for retirement, we tailor strategies to fit your stage of life and financial goals. No cookie-cutter plans—just solutions that work for you.

Lower Taxes, Lower Stress

Through smart planning—like Roth IRAs, Defined Benefit Plans, and tax-free income strategies—we help reduce your lifetime tax burden, giving you more to enjoy and more to pass on.

Less Market Whiplash

We focus on increasing returns, lowering maximum drawdowns, and reducing volatility, so you can build wealth without feeling every bump in the market.

Legacy-Minded, Results-Driven

You’ve worked hard to build what you have. We’ll help you protect it and create a legacy that lasts—whether through investments, insurance, or multi-generational planning.