LIBERTYFI

With deep experience helping over 30 independent, growth-oriented RIAs address their business needs with technology, LibertyFi is the industry leader in outsourced middle office services... Wealth Advisor Growth Network (WAGN) is focused on helping independent advisors accelerate growth and realize potential. The Founders of WAGN, Jay Hummel and John Phoenix, have more than 45 years of experience helping hundreds of firms across the country. LibertyFi is part of the WAGN ecosystem, made up of best-in-class outsourcing providers for RIAs, including compliance, marketing, insurance, technology, CFO, market research, and more. When you work with us, our network becomes your network... We are an employee-owned firm helping RIAs drive growth. As a hands-on resource and partner, we build and implement accessible, functional, and cost-effective solutions based on retail advisory technology.

Primary location: Birmingham United States