Character
Character
If you are like us, you put your clients first. Everything else is secondary.
Knowledge
Knowledge
Over 180 years of collective experience in financial services and a dedication to ongoing professional development. No matter how complex a case is, we have the resources to help you provide the best possible client experience.
Community
Community
Independent, but never alone. Whether you join one of our ensemble practices or continue building your own brand -- financial professionals in the Libre Advisor network help each other deliver clients the proper solutions for their needs.
Leadership
Leadership
We don't believe in doing things the same way they've always been done just because "that's how it's always been." Whether it's leveraging the latest technology, staying at the forefront of industry and product developments, or tax law changes -- we lead by example.