Liberty Clear was born from personal experience

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​After years working in private equity and financial services - building complex models, analyzing deals, acquiring, managing and selling high-value, long-lived assets - we found ourselves facing a surprising challenge: when it came time to make our own personal investment decisions, the same time, clarity and analytical tools we used professionally just weren’t easily available.

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Whether it was buying a home, evaluating a renovation, or considering an investment property, we struggled to bring an institutional-level lens to personal financial decisions. The data was fragmented. The advice was often biased. And the tools? Overly simplistic or built for a different kind of investor.

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We set out to level the playing field

 

So we created Liberty Clear to fill that gap - combining deep financial expertise with local insight and independence.

 

Our goal is simple: to make investment decisions faster, clearer, and more informed for individuals who want to make smart moves with confidence.

 

And just as importantly, we translate complex financial analysis into clear, accessible insights - so our clients can actually understand the numbers and what they mean for their goals.