A small, intentional team built around one purpose — giving every client the personalized, fiduciary-grade guidance they deserve. We know our clients by name. That's not a tagline. It's how we operate.
Greg founded Liberty Wealth Management with a simple but powerful conviction — that truly independent, fiduciary-grade financial advice was unavailable to most Arizona families. More than two decades later, that conviction still drives every client relationship he manages.
With a deep background in investment management, retirement planning, and comprehensive financial strategy, Greg brings a forensic precision to client situations that most advisors can't match. He doesn't work from templates or model portfolios. Every plan is built from scratch, designed entirely around the specific goals, values, and circumstances of each client.
Greg is licensed through FINRA and operates under the fiduciary standard — legally required to act in your best interest at all times. He is Scottsdale-based and serves clients throughout the greater Phoenix metropolitan area.
Greg's daughter and the backbone of Liberty Wealth's day-to-day operations. Audra has been part of the family business for nearly two decades — she knows every client by name and ensures everything runs with precision and care.
Responsible for growing Liberty Wealth's client relationships throughout the greater Phoenix area. Ensures every new client understands the Liberty Wealth difference — and what it means to work with a truly independent fiduciary firm.
The first voice you'll hear when you call Liberty Wealth. K. Holm brings warmth and professionalism to every client interaction, keeping schedules, communications, and operations running seamlessly behind the scenes.
Specializing in life insurance and annuity solutions with deep product knowledge and a client-first approach. M. Locklear ensures your protection strategy is as carefully constructed as your investment strategy.
We are a small firm by design. Not because we can't grow — but because we believe that genuine, long-term client relationships require personal attention at every level. When you call Liberty Wealth, you speak to someone who knows you.
The Liberty Wealth team is a family — literally. Greg and Audra have worked together for nearly two decades. M. Locklear brings the same family-first commitment to every protection strategy. Every member of our team shares the same belief: that your financial success is our professional purpose.
We deliberately stay small so every client receives the attention they deserve. You are never a number. You are a relationship we take seriously for life.
The fiduciary standard isn't just Greg's legal obligation — it's the cultural standard of the entire firm. Every recommendation, every decision, every conversation is made with your best interest as the only metric.
We don't wait for clients to call us with concerns. We monitor your plan continuously and reach out when markets move, legislation changes, or an opportunity emerges that applies to your situation.
We are proudly local — rooted in the Scottsdale and Phoenix community since 2004. But we manage portfolios with a global perspective and access to virtually any investment solution available anywhere.
Working with Liberty Wealth starts with a conversation — no pressure, no commitment, no forms. Just an honest discussion about your financial situation and whether we're the right fit for you.
Call us, email us, or fill out the contact form. We respond within one business day and there is never any pressure or obligation.
We sit down together — in person or virtually — for a comprehensive discovery conversation about your goals, your situation, and what financial freedom means to you.
We deliver a comprehensive, personalized financial plan — built from scratch for your specific situation, goals, and timeline. Then we get to work.