The Liberty Group’s Mission is to provide a superior level of advice & planning using honesty, integrity and knowledge as the foundation for our client interaction. Through client motivation, we deliver a planning strategy that harnesses the clients’ human and material resources in the pursuit of their goals & objectives while creating awareness around the power of deliberate planning.
The Liberty Group, LLC’s primary focus is to assist our clients in establishing and achieving their financial goals. We help our clients to identify their true risk tolerance, and match their risk preference with an optimal portfolio capable of helping them reach their short and long term goals. By educating our clients about their own risk preferences, and the investment strategies used in their portfolio, we empower our clients with the ability to stay focused on their financial objectives.
Our philosophy is that our representatives should be at the forefront of their field. With backgrounds in many different areas of the financial industry, our well rounded team our able to bring a holistic approach to our clients’ financial plans.
Operating autonomously, but drawing on the financial resources of our clearing firm, National Financial Services, LLC, A Fidelity Investments™ Co., we offer our clients the best of both worlds: direct support of a personal Financial Adviser and access to some of the most sophisticated financial tools available.
This high degree of synergy, along with strategic partnerships with high level professional service providers gives our clients the familiarity of a personal relationship and the advanced financial planning experience they deserve.
Leadership: DC Office
Will Thomas III, CFP® CIMA®, CTFA
Will Thomas is the Managing Principal and Sr. Financial advisor with The Liberty Group, LLC in Washington, DC. He received his B.S. in Mathematics and Economics from Fayetteville State University. He holds the Certified Investment Management Analyst® designation (CIMA®), administered by Investment Management Consultants Association and taught in conjunction with The Wharton School of Business. Additionally, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a CERTIFIED TRUST AND FINANCAIL ADVISOR (CTFA); a designation awarded by the Institute of Certified Bankers. Prior to joining the Liberty Group, Mr. Thomas worked Wells Fargo Advisors (2013-2016) and Merrill Lynch (2009 – 2013).
Will’s 17 years of experience within the Financial Services Industry include: Private Banking, Wholesale/Retail Mortgage Lending, Insurance and the Capital Markets. As a Financial Advisor, Will believes that having a well-rounded, in depth knowledge of all the major line items affecting a client’s balance sheet is key to offering sound financial planning and consulting on a holistic level. His ultimate goal for his clients is to help them understand that true financial planning is an individualized, ongoing process affected by many small and large financial decisions.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.