Local values. Global reach.

Liberty Group Greg McDonald, Dan Michel, Alan Jones, Hilton Bloodworth, Andrea Webb, Candy Garrett, Sydney Comstock

Liberty Group


phone

432-687-0228
800-642-2310



phone

855-612-3907





address

1700 West Wall Street
Suite 220
Midland, TX 79701



At The Liberty Group, we have deep roots in West Texas and an active involvement in the Midland community. We focus on comprehensive wealth management to help make sure you’re positioned to accomplish what’s most important to you. Backed by the extensive resources of UBS, we offer integrated financial solutions focused entirely on you, your family and your business.

Many of our clients are business owners and executives in the oil, gas and mineral sectors who have very specific financial needs and challenges. Working together, we can help you create a comprehensive plan that includes your business growth and transition goals. Our dedicated approach to wealth management can help you explore opportunities to grow and preserve what you have built.

Wealth management

A structured planning and investment approach

We’re passionate about bringing relevant insights and fresh ideas to our clients. Through a highly personalized planning process, we provide investment advice that is focused specifically on the goals of each client.

Sophisticated financial planning
We have the experience and the network to address the complexities of your advanced planning needs. Specific ways in which we may be able to help include:

  • Preserving your assets or business ownership
  • Seeking to reduce estate tax exposure through the use of lifetime gift tax exclusions
  • Transitioning wealth to future generations
  • Pursuing philanthropic endeavors

Multigenerational strategies
We offer guidance to help you navigate the intersection of family, business, finance and legacy continuity. Issues such as estate planning, business leadership transition and family dynamics can best be addressed through a structured process.

Trust and estate planning
We have the experience and the network to address the complexities of your advanced planning needs. We can help with preserving your assets, seeking to reduce estate tax exposure, transitioning wealth to future generations and pursuing philanthropic endeavors.

Tax strategies
Through open and continuous dialogue with your tax professionals, we’ll help prepare an integrated strategy. We help create tax-efficient portfolios and construct highly customized family gifting solutions.

“We listen to your goals, understand your values and make the complex clear. We pride ourselves on matching your objectives with a highly personalized investment strategy.”

— Dan Michel

A business ally

Understanding the needs of local business owners

We work with a select number of executives, business owners and entrepreneurial-minded clients who value our ability to speak knowledgeably about their industries and professional ventures. We address the full cycle of private business needs—from liquidity and lending demands to growth strategies to the complexities of selling your business.

Who we work with

  • Independent oil and gas producers
  • Land and mineral owners
  • Oilfield service company owners
  • Executives and retirees of oil and gas companies

Expanding your business
If you’re a business owner who is looking to expand, you require a team of professionals to help manage growth, including private capital sourcing and public equity and debt financing.

Selling your business
We deliver a disciplined process to help preserve your successful business transaction, including liquidity planning and management post sale.

Succession planning
We’ll work with you on succession and exit strategies that may include ESOPs, investment banks, strategic buyer and business valuation.

“Every member of our team grew up in West Texas, within a hundred miles of Midland. We live and work (and pay taxes) in this community and understand the specific challenges that come with owning and transitioning a local business in today’s global economy.”

— Greg McDonald

Our services

Simplifying your financial life

We understand each client has a unique situation with diverse needs. Our comprehensive capabilities and highly personalized client experience help make sure your needs are met.

Ensuring confidentiality and privacy
For every family member, confidence in your financial professional is essential. With full discretion, we help you preserve your family’s interests and manage numerous risks.

Trusted client service
Clients rely on our proactive client service team for a host of financial and administrative needs, from setting up online services to handling financial statements. This means taking extra steps to provide customized reporting, help organize tax information, or simplify daily financial and investment issues.

Our comprehensive services

Wealth management

  • Risk assessment
  • Allocation design
  • Investment selection
  • Monitor/Review/Rebalance
  • Financial planning
  • Tax minimization strategies
  • Cash flow analysis
  • Concentrated stock positions
  • Education funding
  • Cash management
  • Retirement planning

Family and legacy management

  • Estate planning strategies
  • Family advisory services
  • Trust services
  • Business succession planning
  • Charitable trusts and philanthropic services

Lending

  • Securities-backed lending
  • Credit/debit cards

Insurance

  • Life insurance, annuities
  • Long-term care

“We’re developing long-lasting relationships by providing the kind of trusted guidance and comprehensive service that builds confidence. We offer a depth of experience that can help you better control your financial destiny.”

— Alan Jones

Gregory McDonald has been recognized as an industry leader

  • Barron's Top 1,200 Financial Advisors, 2019, 2020
  • Forbes Best-In-State Wealth Advisors, 2019

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