Liberty One Wealth Advisors is honored to be recognized as the Favorite Wealth Management Firm by the Philly Inquirer. A heartfelt thank you to our dedicated team and the families & businesses we serve for the trust placed in us. Here's to continuing to provide first-class wealth management in Philadelphia!

#BestWealthManagement #PhillyInquirer #LibertyOneWealth

Chris Klein, CFP® provides insight on Tax Day 2024.

Chris Klein, CFP® provides insight on the impacts of the sunsetting TCJA and a few proactive strategies to consider.

Jacky Petit-Homme was invited as a speaker and expert on all things finance to join Daralyse Lyons on Evening WURDs.

The newest elected directors of the Alumni Board of Governors bring experience, expertise, enthusiasm and unique perspectives to this volunteer leadership role. Congratulations, Fan!

“This throwback picture captures my very first semester at Drexel, filled with excitement and curiosity. Fast forward to today, I'm thrilled to share that I've been elected to serve on the Drexel University Alumni Board of Governors. “

Toward the end of our tenure at our prior firm, the excessive focus on cross-selling banking products reached unprecedented levels, prompting us to embark on a new venture—a genuine fiduciary firm, distinct from those that only adopt fiduciary principles sporadically, when convenient for them.

To gain valuable insights into the world of financial advising, we invite you to tune into Episode 4 of Inevitable Wealth. In this episode, we delve into frequently asked questions for advisors and shed light on the disparity between the lower suitability standard adhered to by many institutions and the higher fiduciary standard upheld by RIAs like Liberty One Wealth.

It was an honor for us to support this incredible organization and contribute to their mission of defending the potential of young minds.

At Liberty One, we strongly believe in giving back to our community and empowering future generations. BBBSI has been making a significant impact on the lives of young individuals, providing them with mentoring relationships that nurture their potential and inspire them to achieve their dreams.

Fan Feng, CFP® enjoyed speaking last week on the RIA Institute panel on how she bests advises the families and companies that she serves, specifically noting how behavioral finance comes into play. Biases, inherent and/or learned can cause investors to make decisions that are seethed in emotions and irrationality that makes it increasingly difficult for them to achieve their long-term financial goals. As a fiduciary, Fan works with families and businesses to overcome these challenges and achieve their financial goals!

CFP® professionals are committed to acting in your best interest. That’s why It's Gotta Be A CFP®

When it comes to his clients, Jacky Petit-Homme, co-founder of Philadelphia’s Liberty One Financial Advisors — a firm that now has $75 million in AUM and has grown in just two years to serve approximately 120 households — draws on the experiences of his Haitian parents and those who came before them.

Thank you to Charles Schwab for inviting our team to Schwab's IMPACT® Conference 2022 in Denver, Colorado. It was great to connect with our peers in the industry and discuss the economic outlook, current state of markets, and industry trends!

“A first-generation son of Haitian immigrants, Petit-Homme took a leap in 2021 when he left a stable career at Merrill Lynch to co-found a wealth management firm in Philadelphia with two partners. In that short period, his firm has grown to serve roughly 120 households with about $75 million in AUM. He tells clients that his goal is to be the “CFO of their family,” and is dedicated to making financial literacy more accessible — which is the mission of a nonprofit he hopes to launch in 2023.“

Congratulations to our partner, Jacky L Petit-Homme, CFP® on being named Advisor of the Year by RIA Intel!

Guilian DiLeonardo and Jacky Petit-Homme are certified financial planners and two of the three founding partners of Liberty One Wealth Advisors in Philadelphia, Pennsylvania. After working at a traditional wirehouse, or bank, Jacky, Guilian and their partner decided to open their own independent wealth management firm to best serve their clients. Thomas, Guilian and Jacky discuss the roles and responsibilities of a financial planner, the differences between a planner and an investment advisor, breaking out of the cycle of living paycheck to paycheck, the decision to go independent, Liberty One's fee structure, and the brand's identity and diversity in the financial services industry

Retail investors today, for the most part, understand that market risk comes with the territory. However, despite its prevalence in today’s world, headline risk is not often addressed.

How is the volatility of 2022 comparable to years past?

“The volume and quality of the nominations submitted far exceeded anything we anticipated — a testament to the industry’s interest in recognizing truly distinguished difference-makers.”

We’ve come a long way from checking daily stock prices on the radio or calling your broker to get the latest ticker reading.