About — Liberty Wealth Management
(480) 477-6338 [email protected] 14362 N. Frank Lloyd Wright Blvd., Suite #1000
Scottsdale, AZ 85260
Our Story

Financial Clarity.
Mental Freedom.

Liberty Wealth is an independent registered investment advisory firm built on one uncompromising principle — your interests, always. Not a product. Not a quota. You.

Who We Are 01

Independence is
not a feature.
It's the foundation.

"When your finances are in order, your mind is free. Complete clarity is not a luxury — it is the foundation of everything else."

Liberty Wealth Management was founded with a conviction that most people in our industry have forgotten: an advisor's only obligation is to the client. Not to a wire house. Not to a corporate product shelf. Not to a commission structure.

As a registered investment advisor, we are legally bound to act as fiduciaries — meaning we are required to put your interests above our own at every decision. This isn't a marketing claim. It's the law we operate under.

Greg Richards and his team have spent over two decades building something different in the Scottsdale financial community — a practice where clients become family, strategies are never templated, and the word "independence" carries real meaning.

"Independence is not just our structure — it is our promise to you. Every recommendation we make, every strategy we design, every decision we support is made with one question in mind: is this truly right for this client?" — Greg Richards, Founder & IAR

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% Fiduciary Standard
Legally bound to act in your best interest — always.
$0
Product Quotas
We recommend what's right for you, not what pays us more.
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+ Years Experience
Decades navigating complex financial landscapes.
Available Solutions
Access to virtually any investment vehicle available.
What We Believe02

Principles We
Never Compromise.

These aren't talking points. They're the operating principles that govern every client relationship, every recommendation, and every decision we make at Liberty Wealth.

01 /
Fiduciary First

We are legally and ethically required to act in your best interest at all times. This standard is not optional — it is the foundation of everything we do. No exceptions, no conflicts, no compromises.

02 /
Radical Transparency

You will always know exactly how we're compensated, what we recommend and why, and what the costs of every decision are. Financial clarity is our promise — and that starts with how we operate.

03 /
Long-Term Partnership

We don't measure success in quarterly returns — we measure it in the long-term financial wellbeing of our clients. Our goal is to be your advisor for life, not just for the next market cycle.

04 /
Bespoke Strategy

No two clients have the same situation. Every plan we build is built from scratch — not templated, not pulled from a model portfolio. Your life is unique. Your financial strategy should be too.

05 /
Unlimited Universe

As an independent RIA, we are not restricted to any product shelf. We can recommend any solution that exists — stocks, bonds, alternatives, insurance, annuities — if it's right for you, it's available to you.

06 /
Family Culture

We are a small, family-run firm by design. Audra has worked alongside Greg for nearly two decades. Every person on our team knows every client personally. That's not an accident — it's the way we built this.

Our History03

Two Decades of
Trusted Guidance.

Built relationship by relationship, year by year — in Scottsdale and across the greater Phoenix area.

Liberty Wealth Founded

Greg Richards establishes Liberty Wealth Management LLC in Scottsdale, AZ — driven by a conviction that truly independent, fiduciary-grade advice was unavailable to most Arizona families.

2004
2008
Navigating the Crisis

During the 2008 financial crisis, Liberty Wealth's independent structure allowed the team to act quickly — repositioning client portfolios without corporate bureaucracy or conflicted product mandates.

Audra Joins the Team

Greg's daughter Audra Locklear joins Liberty Wealth full-time, beginning a nearly two-decade partnership that forms the operational backbone of the firm and deepens client relationships across the board.

2010
2016
Frank Lloyd Wright Office

Liberty Wealth opens its current office at 14362 N. Frank Lloyd Wright Blvd., Suite #1000 — a dedicated space designed for private client consultations and long-term relationship building.

Full-Spectrum Team

With the addition of life & annuity specialist M. Locklear and administrative specialist K. Holm, Liberty Wealth completes a full-service team — able to serve the complete financial picture of every client.

2020
Today
20+ Years. Still Independent.

Two decades in, Liberty Wealth remains 100% independent — no wire house, no corporate parent, no product quotas. The same fiduciary commitment that founded the firm still governs every decision made today.

Our Philosophy

"We believe that financial clarity is not a service — it is a gift. When your finances are truly in order, your mind is free to focus on what actually matters."

— Greg Richards, Founder · Liberty Wealth Management

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Client Retention %
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Families Served
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Years in Practice
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% Fiduciary
Ready to Start

Your Future Deserves
a Real Plan.

No templates. No product quotas. No conflicts. Just a thoughtful, fiduciary-grade strategy built entirely around your life, your goals, and your future.