READY TO DISCUSS YOUR FINANCIAL FUTURE?
Why Ingram / Liberty Wealth Management Group?
We believe that collaboration fosters strength in experiences, opinion and thoughts, while staying moored to our core investment philosophy. Our team at the Ingram / Liberty Wealth Management Group has nearly 60 years of combined experience advising clients achieve their hopes and dreams. Our process has been refined over many market cycles and events throughout out career which enhances the scope of our advice and elevates our opportunity to serve our clients with the utmost care and attention. Strength in numbers, knowledge and teamwork – all working together for a common goal: our clients.
Our Approach
Whether you are an individual investor or business owner, we will tailor a plan that satisfies your needs while actively monitoring your plan as circumstances change over time. Our approach includes:
- Identifying your financial situation and establishing clear financial goals
- Utilizing a holistic method that encompasses your entire financial situation, not limited to just investments
- Coordinating our planning process with our clients’ other professional advisors (i.e., CPA, attorney)
- Meeting regularly to monitor and review your progress and make changes, if necessary
- Incorporate gifting strategies that helps clients satisfy their charitable wishes
Every stage in life presents investors with new challenges and opportunities. The Ingram / Liberty Wealth Management group embodies the teamwork and experience that guides their clients every step of that journey. Call or email us today and let’s begin that journey today!
Grant Ingram, CFP®
Managing Director – Investments, Co-Branch Manager
Gary Liberty
Managing Director – Investments, Co-Branch Manager
Grant Ingram, CFP®
Managing Director – Investments, Co-Branch Manager
MY BACKGROUND
After graduating from the University of Missouri – Columbia in 1994, I began my career with Ernst & Young, LLP in their Cash Management Consulting practice. In 1996, I started my journey advising clients with A.G. Edwards & Sons. I teamed up with my partner, Gary Liberty, in 1999 in an effort to combine our knowledge and experience to help serve more clients and their families. As a commitment to serving my clients, I satisfied the education, examination, experience and ethics requirements for the CFP® certification in 2006. Recently, our team welcomed a new Financial Client Associate, Julie Ross, who assists us in fulfilling our commitment to our clients.
I have been married to my wife Laura for 28 years and we have been blessed with two children, Brett (24) and Callie (21). Outside the office, I enjoy hiking, mountain biking, traveling and discovering new outdoor adventures with my family.
Gary Liberty
Managing Director – Investments, Co-Branch Manager
MY BACKGROUND
Upon graduation from Missouri State University in 1988 with a degree in Finance, I began my career in the financial services industry in 1989. Ten years later, while working at A.G. Edwards & Sons, I joined with Grant Ingram, to form Ingram/Liberty Wealth Management Group. Our combined knowledge and experience helped us to better serve the needs of our clients and their families. As a further commitment to serving clients, I satisfied the requirements to obtain the CERTIFIED FINANCIAL PLANNER™ certification in 2006. After experiencing a couple of mergers, we felt it was in our client’s best interest to move our team Benjamin F. Edwards. In August of 2012 we moved our team to open a branch for Benjamin F. Edwards, where we continue to practice today with our Financial Client Associate, Julie Ross, who assists us in fulfilling our commitment to our clients.
I have been married to Dianne for 33 years and we have 3 adult children, Quintin, Bailey & August. We are active members of St. Michael the Arch Angel parish in Leawood. In my spare time I enjoy volunteering to build & maintain mountain bike trails in Kansas City, which allows me to enjoy one of my passions, mountain biking.
Whether you want to prepare for life’s milestones or need to plan for the unexpected, we will work alongside you to help you meet your financial and legacy goals.
Some Specific Areas of Concentration Include:
- Fiduciary Investment Advisory and Objective-Based Portfolio Design
- Separately Managed Accounts Using World-Class Money Managers
- 401(k) Rollovers
- IRA Distribution Planning
- Retirement Income and Cash Flow Planning
- Wealth Transition Strategies
- Estate Planning Strategies
- Advising on Trust, Estates and Wealth Transfer
*Benjamin F. Edwards does not provide legal advice; therefore, it is also important to consult with your legal tax professional for additional guidance tailored to your specific situation
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Our Team – Ingram/Liberty Wealth Management
Growing Your Tree
Contact
Toll Free Phone: 855-953-1400
Contact us by completing the form below.
Location
Address:
5250 W 116th Pl Ste 320
Leawood, KS 66211