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We are driven by a common purpose to treat our clients as family, not as portfolios; we are committed to creating a personalized experience and relationship founded upon mutual trust and care.

Work with someone you can depend on
Whether you’re just starting out or already counting down to retirement, Liberty Wealth Services can help you design a suitable plan for your financial future. Our full-service wealth management program is available to anyone, regardless of membership, at no cost or obligation.
Professional Services Offered
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Meet Our Financial Professionals

At Liberty Wealth Services, our nine financial professionals have over 125 years of combined experience in the financial services industry. We are able to help you identify major financial objectives, recommend strategies to help you pursue financial security—or simply provide a collaborative second opinion on your financial situation.

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Moore, Kiefer, Piper
(812) 437-7570
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Taylor, Richardt, Kuester
(812) 469-9909
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Harris, Goodman
(502) 874-4263

With you every step of the way

To schedule your no-cost, no-obligation appointment, please contact Liberty Wealth Services at (812) 469-9909 or submit an appointment request online.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.

LPL Financial Form CRS

​Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit Institution Plain English Disclosure for more detailed information.