LIBERTY SQUARE WEALTH PARTNERS LLC

Liberty Square Wealth Partners LLC Form ADV Part 2A – Disclosure Brochure Effective: April 23, 2025 This Form ADV Part 2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Liberty Square Wealth Partners LLC (“Liberty Square” or the “Advisor”). If you have any questions about the content of this Disclosure Brochure, please contact the Advisor at (610) 865-5803. Liberty Square is a registered investment advisor with U.S. Securities and Exchange Commission (“SEC”). The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration of an investment advisor does not imply any specific level of skill or training. This Disclosure Brochure provides information about Liberty Square to assist you in determining whether to retain the Advisor. Additional information about Liberty Square and its Advisory Persons is available on the SEC’s website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 332476. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com  Item 2 – Material Changes Form ADV 2 is divided into two parts: Part 2A (the "Disclosure Brochure") and Part 2B (the "Brochure Supplement"). The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons of Liberty Square. For convenience, the Advisor has combined these documents into a single disclosure document. Liberty Square believes that communication and transparency are the foundation of its relationship with clients and will continually strive to provide you with complete and accurate information at all times. Liberty Square encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor. Material Changes The following material changes have been made to this Disclosure Brochure since the last filing and distribution to Clients: • The Advisor now offers stand-alone Financial Planning Services. Please see Items 4 and 5 for additional information. • The Advisor now uses the following fax number: (610) 865-5983. Future Changes From time to time, the Advisor may amend this Disclosure Brochure to reflect changes in our business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs. At any time, you may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 332476. You may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at (610) 865-5803. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 2  Item 3 – Table of Contents Item 1 – Cover Page ................................................................................................................................................ 1 Item 2 – Material Changes ...................................................................................................................................... 2 Item 3 – Table of Contents ..................................................................................................................................... 3 Item 4 – Advisory Services..................................................................................................................................... 4 A. Firm Information ..............................................................................................................................................................4 B. Advisory Services Offered ...............................................................................................................................................4 C. Client Account Management ...........................................................................................................................................6 D. Wrap Fee Programs ........................................................................................................................................................6 E. Assets Under Management .............................................................................................................................................6 Item 5 – Fees and Compensation .......................................................................................................................... 6 A. Fees for Advisory Services ..............................................................................................................................................6 B. Fee Billing ........................................................................................................................................................................7 C. Other Fees and Expenses...............................................................................................................................................8 D. Advance Payment of Fees and Termination ...................................................................................................................8 E. Compensation for Sales of Securities .............................................................................................................................9 Item 6 – Performance-Based Fees and Side-By-Side Management .................................................................. 9 Item 7 – Types of Clients ...................................................................................................................................... 10 Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss ......................................................... 10 A. Methods of Analysis ......................................................................................................................................................10 B. Risk of Loss ...................................................................................................................................................................10 Item 9 – Disciplinary Information ........................................................................................................................ 11 Item 10 – Other Financial Industry Activities and Affiliations .......................................................................... 12 Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading ............... 12 A. Code of Ethics ...............................................................................................................................................................12 B. Personal Trading with Material Interest .........................................................................................................................12 C. Personal Trading in Same Securities as Clients ...........................................................................................................12 D. Personal Trading at Same Time as Client.....................................................................................................................13 Item 12 – Brokerage Practices ............................................................................................................................. 13 A. Recommendation of Custodian[s] .................................................................................................................................13 B. Aggregating and Allocating Trades ...............................................................................................................................14 Item 13 – Review of Accounts.............................................................................................................................. 14 A. Frequency of Reviews ...................................................................................................................................................14 B. Causes for Reviews.......................................................................................................................................................14 C. Review Reports .............................................................................................................................................................14 Item 14 – Client Referrals and Other Compensation ......................................................................................... 14 A. Compensation Received by Liberty Square ..................................................................................................................14 B. Client Referrals from Solicitors ......................................................................................................................................15 Item 15 – Custody.................................................................................................................................................. 15 Item 16 – Investment Discretion .......................................................................................................................... 15 Item 17 – Voting Client Securities ....................................................................................................................... 16 Item 18 – Financial Information ........................................................................................................................... 16 Form ADV 2B – Brochure Supplements ............................................................................................................ 16 Privacy Policy ........................................................................................................................................................ 24 Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 3  Item 4 – Advisory Services A. Firm Information Liberty Square Wealth Partners LLC (“Liberty Square” or the “Advisor”) is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). The Advisor is organized as a Limited Liability Company (“LLC”) under the laws of the Commonwealth of Pennsylvania. Liberty Square became a registered investment advisor in August 2024. The Principal Officers of Liberty Square are Allen S. Hamilton, AAMS®, ChFC®, CMFC®, CRPC® (Managing Partner and Private Wealth Advisorand Chief Compliance Officer) and Gerald A. Camera, CFP®, ChFC®, CRPC® (Managing Partner and Private Wealth Advisor). This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by Liberty Square. For information regarding this Disclosure Brochure, please contact Mr. Hamilton at (610) 865-5803. B. Advisory Services Offered Liberty Square offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans (each referred to as a “Client”). The Advisor serves as a fiduciary to Clients, as defined under the applicable laws and regulations. As a fiduciary, the Advisor upholds a duty of loyalty, fairness, and good faith towards each Client and seeks to mitigate conflicts of interest. Liberty Square’s fiduciary commitment is further described in the Advisor’s Code of Ethics. For more information regarding the Code of Ethics, please see Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading. Wealth Management Services Liberty Square provides customized wealth management solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary and non-discretionary wealth management and related advisory services. Liberty Square works closely with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to design a portfolio strategy. Liberty Square will then construct an investment portfolio, consisting of exchange-traded funds (“ETFs”) and/or mutual funds to achieve the Client’s investment goals. The Advisor may also utilize individual stocks, individual bonds, unaffiliated money managers (See “Independent Managers” below), and/or other types of investments, as appropriate, to meet the needs of the Client. The Advisor may retain certain legacy investments based on portfolio fit and/or tax considerations. Liberty Square will select, recommend and/or retain mutual funds on a fund by fund basis. Due to specific custodial and/or mutual fund company constraints, material tax consideration, and/or systematic investment plans, Liberty Square will select, recommend and/or retain a mutual fund share classes that do not have trading costs when possible. These will in most cases be institutional share classes but in some cases may be share classes with higher internal expense ratios than institutional share classes. Liberty Square will seek to select the lowest cost share class available that is in the best interest of each Client weighing the expected investment pattern, expense ratios and potential ticket charges, and will ensure the selection aligns with the Client’s financial objectives and stated investment guidelines. Liberty Square’s investment approach is primarily long-term focused, but the Advisor may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the Client or due to market conditions. Liberty Square will construct, implement, and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to acceptance by the Advisor. Liberty Square evaluates and selects investments for inclusion in Client portfolios only after applying its internal due diligence process. Liberty Square may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Liberty Square may recommend specific positions to increase sector or asset class Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 4  weightings. The Advisor may recommend employing cash positions as a possible hedge against the market movement. Liberty Square may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position[s] in the portfolio, change in risk tolerance of the Client, generating cash to meet Client needs, or any risk deemed unacceptable for the Client’s risk tolerance. Use of Independent Managers – Liberty Square may recommend that Clients utilize one or more unaffiliated investment managers or investment platforms (collectively “Independent Managers”) for all or a portion of a Client’s investment portfolio, based on the Client’s needs and objectives. In certain instances, the Client may be required to authorize and enter into a wealth management agreement with the Independent Manager[s] that defines the terms in which the Independent Manager[s] will provide its services. The Advisor will perform initial and ongoing oversight and due diligence over each Independent Manager to ensure the strategy remains aligned with Clients investment objectives and overall best interests. The Advisor will also assist the Client in the development of the initial policy recommendations and managing the ongoing Client relationship. The Client, prior to entering into an agreement with an Independent Manager, will be provided with the Independent Manager's Form ADV Part 2A - Disclosure Brochure (or a brochure that makes the appropriate disclosures). Financial Planning Services Liberty Square will typically provide a variety of financial planning and consulting services to Clients as a component of its wealth management services. The Advisor also offers financial planning services on a standalone basis. Services are offered in several areas of a Client’s financial situation, depending on their goals and objectives. Generally, such financial planning services involve preparing a formal financial plan or rendering a specific financial consultation based on the Client’s financial goals and objectives. This planning or consulting may encompass one or more areas of need, including but not limited to, investment planning, retirement planning, personal savings, education savings, insurance needs, and other areas of a Client’s financial situation. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. Liberty Square may also refer Clients to an accountant, attorney, or other specialists, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of the Client’s financial situation, observations, and recommendations. For project-based or ad-hoc engagements, the Advisor may not provide a written summary. Project-based financial plans or consultations are typically completed within six (6) months of contract date, assuming all information and documents requested are provided promptly. Financial planning and consulting recommendations pose a conflict between the interests of the Advisor and the interests of the Client. For example, the Advisor has an incentive to recommend that Clients engage the Advisor for wealth management services or to increase the level of investment assets with the Advisor, as it would increase the amount of advisory fees paid to the Advisor. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to implement the transaction through the Advisor. Retirement Plan Advisory Services Liberty Square provides non-discretionary retirement plan advisory services on behalf of the retirement plans (each a “Plan”) and the company (the “Plan Sponsor”). The Advisor’s retirement plan advisory services are designed to assist the Plan Sponsor in meeting its fiduciary obligations to the Plan and its Plan Participants. Each engagement is customized to the needs of the Plan and Plan Sponsor. Services generally include: • Plan Participant Enrollment and Education Tracking • Investment Policy Statement (“IPS”) Design and Monitoring Investment Oversight • • Performance Reporting Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 5  • Ongoing Investment Recommendation and Assistance These services are provided by Liberty Square serving in the capacity as a fiduciary under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”). In accordance with ERISA Section 408(b)(2), the Plan Sponsor is provided with a written description of Liberty Square’s fiduciary status, the specific services to be rendered and all direct and indirect compensation the Advisor reasonably expects under the engagement. C. Client Account Management Prior to engaging Liberty Square to provide advisory services, each Client is required to enter into a written advisory agreement with the Advisor that define the terms, conditions, authority, and responsibilities of the Advisor and the Client. These services may include: • Establishing an Investment Strategy – Liberty Square, in connection with the Client, will develop a strategy that seeks to achieve the Client’s goals and objectives. • Asset Allocation – Liberty Square will develop a strategic asset allocation that is targeted to meet the investment objectives, time horizon, financial situation, and tolerance for risk for each Client or unique client goal. • Portfolio Construction – Liberty Square will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. • Wealth Management and Supervision – Liberty Square will provide wealth management and ongoing oversight of the Client’s investment portfolio. D. Wrap Fee Programs Liberty Square does not manage or place Client assets into a wrap fee program. E. Assets Under Management As of December 31, 2024, the Advisor manages approximately $476,000,000 in Client assets, all of which are on a discretionary basis. Clients may request more current information at any time by contacting the Advisor. Item 5 – Fees and Compensation The following paragraphs detail the fee structure and compensation methodology for services provided by the Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into a written advisory agreement with the Advisor. A. Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each month, ranging from 0.50% to 1.50% annually, pursuant to the terms of the wealth management agreement. Wealth management fees are based on the market value of assets under management at the end of the prior month. The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month. Fees may be negotiable at the sole discretion of the Advisor. In certain circumstances, the Advisor may charge a fixed annual rate or fixed fee for its services. The Client’s fees will take into consideration the aggregate assets under management with the Advisor across all accounts, unless otherwise agreed in writing. All securities held in accounts managed by Liberty Square will be independently valued by the Custodian. Liberty Square will not have the authority or responsibility to value portfolio securities. The Advisor will conduct periodic reviews of the Custodian’s valuation to ensure accurate billing. Clients may make additions to and withdrawals from their account[s] at any time, subject to Liberty Square’ right to terminate an account. Additions may be in cash or securities provided that Liberty Square reserves the right to liquidate any transferred securities or decline to accept particular securities into a Client’s account[s]. Clients may Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 6  withdraw account assets on notice to Liberty Square, subject to the usual and customary securities settlement procedures. However, Liberty Square designs its portfolios as long-term investments, and the withdrawal of assets may impair the achievement of a Client’s investment objectives. Liberty Square may consult with its Clients about the options and ramifications of transferring securities. However, Clients are advised that when transferred securities are liquidated, they may be subject to transaction fees, fees assessed at the mutual fund level (i.e. contingent deferred sales charge) and/or tax ramifications. If assets are deposited into or withdrawn from the Client’s account[s], the Advisor’s fee will be adjusted in the next billing period to reflect the fee difference. Use of Independent Managers As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment portfolio utilizing one or more Independent Managers. To eliminate any conflict of interest, the Advisor does not earn any compensation from an Independent Manager. The Advisor will only earn its wealth management fee as described above. Independent Managers typically do not offer any fee discounts but may have a breakpoint schedule which will reduce the fee with an increased level of assets placed under management with an Independent Manager. The Advisor will allocate a portion of the advisory fee collected to the Independent Manager pursuant to the terms of the executed agreement between the Advisor and the Independent Manager. If the Client is required to authorize and enter into a wealth management agreement with an Independent Manage then the terms of such fee arrangements are included in the Independent Manager’s disclosure brochure and applicable contract[s] with the Independent Manager. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually. Financial Planning Services Liberty Square offers financial planning services either on an hourly basis or a fixed engagement fee. The maximum hourly fee for finacical planning services is $300. Fixed fees range from $500 to $2,500. Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total hours and/or total costs will be provided to the Client prior to engaging for these services. Retirement Plan Advisory Services Fees for retirement plan advisory services are charged an annual asset-based fee based on the size Plan and complexity of the services to be provided. Fees range up to 1.00% annually and are based on the market value of assets under management in the Plan at the end of each month. Fees may be negotiable depending on the size and complexity of the Plan. B. Fee Billing Wealth Management Services Investment advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the Custodian. The Advisor shall send an invoice to the Custodian indicating the amount of the fees to be deducted from the Client’s account[s] in advance of each calendar month. The amount due is calculated by applying the monthly rate (annual rate divided by 365 multiplied by the number of days in the billing period) to the market value of assets under management as of the end of the prior calendar month. Clients will be provided with a statement, generally monthly, from the Custodian reflecting the deduction of the wealth management fee. Clients provide written authorization permitting advisory fees to be deducted by Liberty Square to be paid directly from their account[s] held by the Custodian as part of the wealth management agreement and separate account forms provided by the Custodian. For Client accounts implemented through an Independent Manager, the Client’s overall fees may include Liberty Square’s wealth management fee (as noted above) plus wealth management fees and/or platform fees charged by the Independent Manager[s], as applicable. In certain instances, the Independent Manager or the Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the Client’s account[s]. In other instances the Advisor and the Independent Manager will each assume the responsibility for calculating and deducting their respective fees from the Client’s account[s]. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 7  Use of Independent Managers For Client accounts implemented through an Independent Manager, the Client’s overall fees may include Liberty Square’s investment advisory fee (as noted above) plus investment management fees and/or platform fees charged by the Independent Manager[s], as applicable. In certain instances, the Independent Manager or the Advisor may assume responsibility for calculating the Client’s fees and deduct all fees from the Client’s account[s]. Financial Planning Services Financial planning fees may be invoiced up to fifty percent (50%) of the expected total fee upon execution of the financial planning agreement. The balance shall be due at or before completion of the agreed upon deliverable[s]. Retirement Plan Advisory Services Retirement plan advisory fees may be directly invoiced to the Plan Sponsor or deducted from the assets of the Plan, depending on the terms of the retirement plan advisory agreement. Fees may be billed in advance or arrears of each month based on the administrator of Plan and/or agreement with the Plan Sponsor. C. Other Fees and Expenses Clients may incur certain fees or charges imposed by third parties in connection with investments made on behalf of the Client’s account[s]. Liberty Square includes securities transactions fees, if applicable, as part of its overall wealth management fee through the Liberty Square Wrap Fee Program. Securities transaction fees for Client- directed trades may be charged back to the Client. Please see Item 4.D. above as well as Appendix 1 – Wrap Fee Program Brochure. In addition, all fees paid to Liberty Square for wealth management services are separate and distinct from the expenses charged by mutual funds and ETFs to their shareholders, if applicable. These fees and expenses are described in each fund’s prospectus. These fees and expenses will generally be used to pay management fees for the funds, other fund expenses, account administration (e.g., custody, brokerage and account reporting), and a possible distribution fee. A Client may be able to invest in these products directly, without the services of Liberty Square but would not receive the services provided by Liberty Square which are designed, among other things, to assist the Client in determining which products or services are most appropriate for each Client’s financial situation and objectives. Accordingly, the Client should review both the fees charged by the fund[s] and the fees charged by Liberty Square to fully understand the total fees to be paid. Please refer to Item 12 – Brokerage Practices for additional information. Additionally, as noted above, the Advisor will select share classes that do not have trading costs when possible. These will in most cases be institutional share classes but in some cases may be share classes with higher internal expense ratios than institutional share classes. Please refer to Item 12 – Brokerage Practices for additional information. D. Advance Payment of Fees and Termination Wealth Management Services Liberty Square is compensated for its wealth management services in advance of the month in which services are rendered. Either party may terminate the wealth management agreement, at any time, by providing advance written notice to the other party. The Client may also terminate the wealth management agreement within five (5) business days of signing the Advisor’s agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination, and such fees will be due and payable by the Client. Upon termination, the Advisor will refund any unearned, prepaid fees from the effective date of termination through the end of the month. The Client’s wealth management agreement with the Advisor is non- transferable without the Client’s prior consent. Use of Independent Managers In the event that the Advisor has determined that an Independent Manager is no longer in the Client’s best interest or a Client should wish to terminate their relationship with the Independent Manager, the terms for the termination will be set forth in the respective agreements between the Client or the Advisor and the Independent Manager. Liberty Square will assist the Client with the termination and transition as appropriate. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 8  Financial Planning Services Neither the Client nor the Advisor may assign, convey, or otherwise transfer any of their rights, obligations, or interests under the Financial Planning Agreement without the prior consent of the other party. The Agreement may be terminated, at any time, by either party, by written notice to the other party. In addition, the Client may terminate within five (5) business days of signing the Agreement at no cost to the Client. After the five-day period, the Client will incur charges for bona fide advisory services rendered to the point of termination and such fees will be due and payable by the Client. Upon termination the Advisor will promptly refund any unearned prepaid fees. Retirement Plan Advisory Services Liberty Square may be compensated for its retirement plan advisory services at the beginning of a monthly period. Either party may request to terminate a retirement plan advisory agreement, at any time, by providing advance written notice to the other party. The Client shall be responsible for investment advisory fees up to and including the effective date of termination. Upon termination, the Advisor will refund any unearned, prepaid retirement plan advisory fees from the effective date of termination to the end of the month. The Client’s retirement plan advisory agreement with the Advisor is non-transferable without the Client’s prior consent. E. Compensation for Sales of Securities Liberty Square does not buy or sell securities to earn commissions and does not receive any compensation for securities transactions in any Client account, other than the wealth management fees noted above. Advisory Persons are also licensed as independent insurance professionals. As an independent insurance professional, an Advisory Person may earn commission-based compensation for selling insurance products, including insurance products they sell to Clients. Insurance commissions earned by Advisory Persons are separate and in addition to the Advisor’s fees. This practice presents a conflict of interest because as the Advisory Person may have an incentive to recommend insurance products to a Client for the purpose of generating commissions rather than solely based on the Client’s needs. Clients are under no obligation, contractually or otherwise, to purchase insurance products through any Advisory Person affiliated with the Advisor. Please see Item 10 below. Advisory Persons are also a Registered Representative of Purshe Kaplan Sterling Investments, Inc. (“PKS”). PKS is a registered broker-dealer (CRD# 35747), member FINRA, SIPC. In an Advisory Person’s separate capacity as a Registered Representative of PKS, the Advisory Person will implement securities transactions under PKS and not through Liberty Square. In such instances, the Advisory Person will receive commission- based compensation in connection with the purchase and sale of securities, including 12b-1 fees for the sale of investment company products. Compensation earned by the Advisory Person in one’s capacity as a Registered Representative is separate and in addition to the Advisor’s fees. This practice presents a conflict of interest as the Advisory Person may have an incentive to effect securities transactions for the purpose of generating commissions rather than solely based on the needs of the Client. Clients are not obligated to implement any recommendation provided by the Advisor nor Advisory Persons. Neither the Advisor nor Advisory Persons will earn ongoing investment advisory fees in connection with any products or services implemented in the Advisory Person’s separate capacity as a Registered Representative. Please see Item 10 below. Item 6 – Performance-Based Fees and Side-By-Side Management Liberty Square does not charge performance-based fees for its wealth management services. The fees charged by Liberty Square are as described in Item 5 above and are not based upon the capital appreciation of the funds or securities held by any Client. Liberty Square does not manage any proprietary investment funds or limited partnerships (for example, a mutual fund or a hedge fund) and has no financial incentive to recommend any particular investment options to its Clients. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 9  Item 7 – Types of Clients Liberty Square offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Liberty Square generally does not impose a minimum relationship size. Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss A. Methods of Analysis Liberty Square primarily employs fundamental and technical analysis methods in developing investment strategies for its Clients. Research and analysis from Liberty Square are derived from numerous sources, including financial media companies, third-party research materials, professional data subscriptions, Internet sources, and review of company activities, including annual reports, prospectuses, press releases and research prepared by others. Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criteria generally consists of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Assets are deemed suitable if they meet certain criteria to indicate that they are a strong investment with a value discounted by the market. While this type of analysis helps the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in the fundamental analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Technical analysis involves the analysis of past market data rather than specific company data in determining the recommendations made to clients. Technical analysis may involve the use of charts to identify market patterns and trends, which may be based on investor sentiment rather than the fundamentals of the company. The primary risk in using technical analysis is that spotting historical trends may not help to predict such trends in the future. Even if the trend will eventually reoccur, there is no guarantee that Liberty Square will be able to predict such a reoccurrence accurately. As noted above, Liberty Square generally employs a long-term investment strategy for its Clients, as consistent with their financial goals. Liberty Square will typically hold all or a portion of a security for more than a year but may hold for shorter periods for the purpose of rebalancing a portfolio or meeting the cash needs of Clients. At times, Liberty Square may also buy and sell positions that are more short-term in nature, depending on the goals of the Client and/or the fundamentals of the security, sector, or asset class. B. Risk of Loss Investing in securities involves certain investment risks. Securities may fluctuate in value or lose value. Clients should be prepared to bear the potential risk of loss. Liberty Square will assist Clients in determining an appropriate strategy based on their tolerance for risk and other factors noted above. However, there is no guarantee that a Client will meet their investment goals. Please see Item 8.B. for risks associated with the Advisor’s investment strategies as well as general risks of investing. While the methods of analysis help the Advisor in evaluating a potential investment, it does not guarantee that the investment will increase in value. Assets meeting the investment criteria utilized in these methods of analysis may lose value and may have negative investment performance. The Advisor monitors these economic indicators to determine if adjustments to strategic allocations are appropriate. More details on the Advisor’s review process are included below in Item 13 – Review of Accounts. Each Client engagement will entail a review of the Client's investment goals, financial situation, time horizon, tolerance for risk, and other factors to develop an appropriate strategy for managing a Client's account. Client participation in this process, including full and accurate disclosure of requested information, is essential for the Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 10  analysis of a Client's account[s]. The Advisor shall rely on the financial and other information provided by the Client or their designees without the duty or obligation to validate the accuracy and completeness of the provided information. It is the responsibility of the Client to inform the Advisor of any changes in financial condition, goals, or other factors that may affect this analysis. The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts. The Advisor will work with each Client to determine their tolerance for risk as part of the portfolio construction process. Following are some of the risks associated with the Advisor’s investment approach: Market Risks The value of a Client’s holdings may fluctuate in response to events specific to companies or markets, as well as economic, political, or social events in the U.S. and abroad. This risk is linked to the performance of the overall financial markets. ETF Risks The performance of ETFs is subject to market risk, including the possible loss of principal. The price of the ETFs will fluctuate with the price of the underlying securities that make up the funds. In addition, ETFs have a trading risk based on the loss of cost efficiency if the ETFs are traded actively and a liquidity risk if the ETFs have a large bid-ask spread and low trading volume. The price of an ETF fluctuates based upon the market movements and may dissociate from the index being tracked by the ETF or the price of the underlying investments. An ETF purchased or sold at one point in the day may have a different price than the same ETF purchased or sold a short time later. Bond ETF Risks Bond ETFs are subject to specific risks, including the following: (1) interest rate risks, i.e., the risk that bond prices will fall if interest rates rise, and vice versa, the risk depends on two things, the bonds time to maturity, and the coupon rate of the bond. (2) reinvestment risk, i.e., the risk that any profit gained must be reinvested at a lower rate than was previously being earned, (3) inflation risk, i.e. the risk that the cost of living and inflation increase at a rate that exceeds the income investment thereby decreasing the investors rate of return, (4) credit default risk, i.e., the risk associated with purchasing a debt instrument which includes the possibility of the company defaulting on its repayment obligation, (5) rating downgrades, i.e., the risk associated with a rating agency’s downgrade of the company’s rating which impacts the investor’s confidence in the company’s ability to repay its debt and (6) Liquidity Risks, i.e., the risk that a bond may not be sold as quickly as there is no readily available market for the bond. Mutual Fund Risks The performance of mutual funds is subject to market risk, including the possible loss of principal. The price of the mutual funds will fluctuate with the value of the underlying securities that make up the funds. The price of a mutual fund is typically set daily; therefore, a mutual fund purchased at one point in the day will typically have the same price as a mutual fund purchased later that same day. Past performance is not a guarantee of future returns. Investing in securities and other investments involve a risk of loss that each Client should understand and be willing to bear. Clients are reminded to discuss these risks with the Advisor. Item 9 – Disciplinary Information There are no legal, regulatory, or disciplinary events involving Liberty Square or its management persons. Liberty Square values the trust Clients place in the Advisor. The Advisor encourages Clients to perform the requisite due diligence on any advisor or service provider that the Client engages. The backgrounds of the Advisor and its Advisory Persons are available on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with the Advisor’s firm name or CRD# 332476. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 11  Item 10 – Other Financial Industry Activities and Affiliations Except as noted below, Liberty Square does not maintain any affiliations with other firms, other than contracted service providers to assist with the servicing of its Client’s accounts. Insurance Agency Affiliations As noted in Item 5, Advisory Persons are also licensed insurance professionals. Implementations of insurance recommendations are separate and apart from an Advisory Person’s role with Main Advisory. As an insurance professional, the Advisory Person may receive customary commissions and other related revenues from the various insurance companies whose products are sold. Advisory Persons are not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This may cause a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by an Advisory Person. Broker-Dealer Affiliation As noted in Item 5, Advisory Persons are also Registered Representatives of PKS. In an Advisory Person’s separate capacity as a Registered Representative of PKS, the Advisory Person will receive commissions for the implementation of recommendations for commissionable transactions. Clients are not obligated to implement any recommendation provided by the Advisory Person. Neither the Advisor nor its Advisory Persons will earn ongoing investment advisory fees in connection with any services implemented in the Advisory Person’s separate capacity as a Registered Representative. Use of Independent Managers As noted in Item 4, the Advisor may implement all or a portion of a Client’s investment portfolio with one or more Independent Managers. The Advisor does not receive any compensation nor does this present a material conflict of interest. The Advisor will only earn its wealth management fee as described in Item 5.A. Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading A. Code of Ethics Liberty Square has implemented a Code of Ethics (the “Code”) that defines the Advisor’s fiduciary commitment to each Client. This Code applies to all persons associated with Liberty Square (“Supervised Persons”). The Code was developed to provide general ethical guidelines and specific instructions regarding the Advisor’s duties to the Client. Liberty Square and its Supervised Persons owe a duty of loyalty, fairness and good faith towards each Client. It is the obligation of Liberty Square’ Supervised Persons to adhere not only to the specific provisions of the Code, but also to the general principles that guide the Code. The Code covers a range of topics that address employee ethics and conflicts of interest. To request a copy of the Code, please contact the Advisor at (610) 865- 5803. B. Personal Trading with Material Interest Liberty Square allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Liberty Square does not act as a principal in any transactions. In addition, the Advisor does not act as the general partner of a fund or advise an investment company. Liberty Square does not have a material interest in any securities traded in Client accounts. C. Personal Trading in Same Securities as Clients Liberty Square allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients. Owning the same securities that are recommended (purchase or sell) to Clients presents a conflict of interest that, as fiduciaries, must be disclosed to Clients and mitigated through policies and procedures. As noted above, the Advisor has adopted the Code to address insider trading (material non-public information controls); gifts and entertainment; outside business activities and personal securities reporting. When trading for personal accounts, Supervised Persons have a conflict of interest if trading in the same securities. The fiduciary duty to act in the best interest of its Clients can be violated if personal trades are Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 12  made with more advantageous terms than Client trades, or by trading based on material non-public information. This risk is mitigated by Liberty Square requiring reporting of personal securities trades by its Supervised Persons for review by the Chief Compliance Officer (“CCO”). The Advisor has also adopted written policies and procedures to detect the misuse of material, non-public information. D. Personal Trading at Same Time as Client While Liberty Square allows Supervised Persons to purchase or sell the same securities that may be recommended to and purchased on behalf of Clients, such trades are typically aggregated with Client orders or traded afterward. At no time will Liberty Square, or any Supervised Person of Liberty Square, transact in any security to the detriment of any Client. Item 12 – Brokerage Practices A. Recommendation of Custodian[s] Liberty Square does not have discretionary authority to select the broker-dealer/custodian for custody and execution services. The Client will engage the broker-dealer/custodian (herein the "Custodian") to safeguard Client assets and authorize Liberty Square to direct trades to the Custodian as agreed upon in the wealth management agreement. Further, Liberty Square does not have the discretionary authority to negotiate commissions on behalf of Clients on a trade-by-trade basis. Where Liberty Square does not exercise discretion over the selection of the Custodian, it may recommend the Custodian[s] to Clients for custody and execution services. Clients are not obligated to use the Custodian recommended by the Advisor and will not incur any extra fee or cost associated with using a custodian not recommended by Liberty Square. However, the Advisor may be limited in the services it can provide if the recommended Custodian is not engaged. Liberty Square may recommend the Custodian based on criteria such as, but not limited to, the reasonableness of commissions charged to the Client, services made available to the Client, and its reputation and/or the location of the Custodian’s offices. As Advisory Persons of Liberty Square are also Registered Representatives of PKS, PKS must approve the recommended Custodian. Liberty Square will generally recommend that Clients establish their account[s] at Charles Schwab & Co., Inc. (“Schwab”), a FINRA-registered broker-dealer and member SIPC. Schwab will serve as the Client’s “qualified custodian”. Liberty Square maintains an institutional relationship with Schwab, whereby the Advisor receives economic benefits from Schwab. Please see Item 14 below. Following are additional details regarding the brokerage practices of the Advisor: 1. Soft Dollars - Soft dollars are revenue programs offered by broker-dealers/custodians whereby an advisor enters into an agreement to place security trades with a broker-dealer/custodian in exchange for research and other services. Liberty Square does not participate in soft dollar programs sponsored or offered by any broker-dealer/custodian. However, the Advisor receives certain economic benefits from the Custodian. Please see Item 14 below. 2. Brokerage Referrals - Liberty Square does not receive any compensation from any third party in connection with the recommendation for establishing an account. 3. Directed Brokerage - All Clients are serviced on a “directed brokerage basis,” where Liberty Square will place trades within the established account[s] at the Custodian designated by the Client. Further, all Client accounts are traded within their respective account[s]. The Advisor will not engage in any principal transactions (i.e., trade of any security from or to the Advisor’s own account) or cross transactions with other Client accounts (i.e., purchase of a security into one Client account from another Client’s account[s]). Liberty Square will not be obligated to select competitive bids on securities transactions and does not have an obligation to seek the lowest available transaction costs. These costs are determined by the Custodian. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 13  A Client may pay a commission that is higher than another qualified custodian might charge to effect the same transaction. The Advisor has determined in good faith that the commissions charged by Schwab are reasonable in relation to the value of the brokerage and research services received. In seeking best execution, the determinative factor is not necessarily the lowest possible cost, but whether the transaction represents the best qualitative execution, taking into consideration the full range of the Custodian’s services, including the value of research provided, execution capability, commission rates, and responsiveness. Accordingly, although the Advisor will seek competitive rates, to the benefit of all Clients, it may not necessarily obtain the lowest possible commission rates for specific Client account transactions. Although the investment research products and services that may be obtained by the Advisor will generally be used to service all of the Advisor’s Clients, they may not equally benefit all Clients. Please also see Item 14. B. Aggregating and Allocating Trades The primary objective in placing orders for the purchase and sale of securities for Client accounts is to obtain the most favorable net results taking into account such factors as 1) price, 2) size of the order, 3) difficulty of execution, 4) confidentiality and 5) skill required of the Custodian. Liberty Square will execute its transactions through the Custodian as authorized by the Client. Liberty Square may aggregate orders in a block trade or trades when securities are purchased or sold through the Custodian for multiple (discretionary) accounts in the same trading day. If a block trade cannot be executed in full at the same price or time, the securities actually purchased or sold by the close of each business day must be allocated in a manner that is consistent with the initial pre-allocation or other written statement. This must be done in a way that does not consistently advantage or disadvantage any particular Clients’ accounts. Item 13 – Review of Accounts A. Frequency of Reviews Securities in Client accounts are monitored on a regular and continuous basis by Advisory Persons of Liberty Square and periodically by the CCO. Formal reviews are generally conducted at least annually or more frequently depending on the needs of the Client. B. Causes for Reviews In addition to the investment monitoring noted in Item 13.A., each Client account shall be reviewed at least annually. Reviews may be conducted more frequently at the Client’s request. Accounts may be reviewed as a result of major changes in economic conditions, known changes in the Client’s financial situation, and/or large deposits or withdrawals in the Client’s account[s]. The Client is encouraged to notify Liberty Square if changes occur in the Client’s personal financial situation that might adversely affect the Client’s investment plan. Additional reviews may be triggered by material market, economic, or political events. C. Review Reports The Client will receive brokerage statements generally monthly from the Custodian. These brokerage statements are sent directly from the Custodian to the Client. The Client may also establish electronic access to the Custodian’s website so that the Client may view these reports and their account activity. Client brokerage statements will include all positions, transactions, and fees relating to the Client’s account[s]. The Advisor may also provide Clients with periodic reports regarding their holdings, allocations, and performance. Item 14 – Client Referrals and Other Compensation A. Compensation Received by Liberty Square Liberty Square is a fee-based advisory firm that is compensated solely by its Clients and not from any investment product. Liberty Square does not receive commissions or other compensation from product sponsors, broker- dealers or any unrelated third party. Liberty Square may refer Clients to various unaffiliated, non-advisory professionals (e.g., attorneys, accountants, estate planners) to provide certain financial services necessary to meet Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 14  the goals of its Clients. Likewise, Liberty Square may receive non-compensated referrals of new Clients from various third-parties. Participation in Institutional Advisor Platform Liberty Square has established an institutional relationship with Schwab through its “Schwab Advisor Services” unit, a division of Schwab dedicated to serving independent advisory firms like Liberty Square. As a registered investment advisor participating on the Schwab Advisor Services platform, Liberty Square receives access to software and related support without cost because the Advisor renders investment management services to Clients that maintain assets at Schwab. Services provided by Schwab Advisor Services benefit the Advisor and many, but not all services provided by Schwab will benefit Clients. In fulfilling its duties to its Clients, the Advisor endeavors at all times to put the interests of its Clients first. Clients should be aware, however, that the receipt of economic benefits from a custodian creates a potential conflict of interest since these benefits may influence the Advisor's recommendation of this custodian over one that does not furnish similar software, systems support, or services. Services that Benefit the Client – Schwab’s institutional brokerage services include access to a broad range of investment products, execution of securities transactions, and custody of Client’s funds and securities. Through Schwab, the Advisor may be able to access certain investments and asset classes that the Client would not be able to obtain directly or through other sources. Further, the Advisor may be able to invest in certain mutual funds and other investments without having to adhere to investment minimums that might be required if the Client were to directly access the investments. Services that May Indirectly Benefit the Client – Schwab provides participating advisors with access to technology, research, discounts and other services. In addition, the Advisor receives duplicate statements for Client accounts, the ability to deduct advisory fees, trading tools, and back office support services as part of its relationship with Schwab. These services are intended to assist the Advisor in effectively managing accounts for its Clients, but may not directly benefit all Clients. Services that May Only Benefit the Advisor – Schwab also offers other services and financial support to Liberty Square that may not benefit the Client, including: educational conferences and events, financial start-up support, consulting services and discounts for various service providers. Access to these services creates a financial incentive for the Advisor to recommend Schwab, which results in a potential conflict of interest. Liberty Square believes, however, that the selection of Schwab as Custodian is in the best interests of its Clients. B. Client Referrals from Solicitors Liberty Square does not engage paid solicitors for Client referrals. Item 15 – Custody All Clients must place their assets with a “qualified custodian.” Clients are required to engage the Custodian to retain their funds and securities and direct Liberty Square to utilize that Custodian for the Client’s security transactions. Clients should review statements provided by the Custodian and compare to any reports provided by Liberty Square to ensure accuracy, as the Custodian does not perform this review. For more information about custodians and brokerage practices, see Item 12 – Brokerage Practices. Item 16 – Investment Discretion Liberty Square generally has discretion over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior consent or approval from the Client. However, these purchases or sales may be subject to specified investment objectives, guidelines, or limitations previously set forth by the Client and agreed to by Liberty Square. The discretionary authority will only be authorized upon full disclosure to the Client. The granting of such authority will be evidenced by the Client's execution of a wealth management agreement containing all applicable limitations to such authority. All discretionary trades made by Liberty Square will be in Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 15  accordance with each Client's investment objectives and goals. For non-discretionary accounts, Liberty Square does not have the authority over the selection and amount of securities to be bought or sold in Client accounts without obtaining prior approval from the Client. The Advisor will contact the Client and obtain approval prior to executing trades or allocating investment assets. Item 17 – Voting Client Securities Liberty Square does not accept proxy-voting responsibility for any Client. Clients will receive proxy statements directly from the Custodian. The Advisor will assist in answering questions relating to proxies. However, the Client retains the sole responsibility for proxy decisions and voting. Item 18 – Financial Information Neither Liberty Square, nor its management, have any adverse financial situations that would reasonably impair the ability of Liberty Square to meet all obligations to its Clients. Neither Liberty Square, nor any of its Advisory Persons, have been subject to a bankruptcy or financial compromise. Liberty Square is not required to deliver a balance sheet along with this Disclosure Brochure as the Advisor does not collect advance fees of $1,200 or more for services to be performed six months or more in the future. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 16  Form ADV Part 2B – Brochure Supplement for Allen S. Hamilton, AAMS®, ChFC®, CMFC®, CRPC® Managing Partner and Private Wealth Advisor Chief Compliance Officer Effective: April 23, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Allen S. Hamilton, AAMS®, ChFC®, CMFC®, CRPC® (CRD# 2249219) in addition to the information contained in the Liberty Square Wealth Partners LLC (“Liberty Square” or the “Advisor”, CRD# 332476) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Liberty Square Disclosure Brochure or this Brochure Supplement, please contact us at (610) 865-5803. Additional information about Mr. Hamilton is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2249219. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 17  Item 2 – Educational Background and Business Experience Allen S. Hamilton, AAMS®, ChFC®, CMFC®, CRPC®, born in 1969, is dedicated to advising Clients of Liberty Square as a Managing Partner and Private Wealth Advisor as well as the Chief Compliance Officer. Mr. Hamilton earned a BSBA in Finance from John Carroll University in 1992. Mr. Additional information regarding Mr. Hamilton’s employment history is included below. Employment History: 08/2024 to Present 08/2024 to Present 04/2013 to 08/2024 Managing Partner and Private Wealth Advisor / Chief Compliance Officer, Liberty Square Wealth Partners LLC Registered Representative, Purshe Kaplan Sterling Investments, Inc. Managing Partner/Private Wealth Advisor, Ameriprise Financial Services, LLC, Camera, Hamilton & Associates (DBA) Accredited Asset Management Specialist™ (“AAMS®”) Individuals who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. Chartered Financial Consultant™ (“ChFC®”) The Chartered Financial Consultant™ (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals, and small business owners. You'll gain a sustainable advantage in this competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning. The ChFC® requires three years of full-time, relevant business experience, nine two-hour course-specific proctored exams, and 30 hours of continuing education every two years. Holders of the ChFC® designation must adhere to The American College’s Code of Ethics. Program Objectives: • Function as an ethical, competent and articulate practitioner in the field of financial planning • Utilize the intellectual tools and framework needed to maintain relevant and current financial planning knowledge and strategies. • Apply financial planning theory and techniques through the development of case studies and solutions. • Apply in-depth knowledge in a holistic manner from a variety of disciplines, namely, estate planning, retirement planning, or non-qualified deferred compensation. Chartered Mutual Fund Counselor™ (“CMFC®”) The Chartered Mutual Fund Counselor™ (CMFC®) is the professional credential awarded by the College for Financial Planning for financial services professionals. The College for Financial Planning collaborated with the Investment Company Institute™(ICI®), the primary trade organization for the mutual fund industry, to create this program in 1996. To complete the program, candidates typically study for 9-11 weeks and have to successfully pass the course’s final exam at one of their (College for Financial Planning™) centers: PSI, Prometric, or ISO Quality Testing. Successful applicants earn the right to use the CMFC® with their names for two years. Every two years, CMFC® professionals must complete 16 hours of continuing education to continue using the designation. The study program to become a CMFC® covers types and characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning, and professional conduct. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 18  Chartered Retirement Planning Counselor™ (“CRPC®”) Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post- retirement needs, asset management, estate planning, and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Hamilton. Mr. Hamilton has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Hamilton. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Hamilton. However, we do encourage you to independently view the background of Mr. Hamilton on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 2249219. Item 4 – Other Business Activities Broker-Dealer Affiliation Mr. Hamilton is also a Registered Representative of Purshe Kaplan Sterling Investments, Inc. (“PKS”). PKS is a Registered Broker-Dealer (CRD# 35747), member FINRA, SIPC. In Mr. Hamilton’s separate capacity as a Registered Representative, Mr. Hamilton will receive commissions for the implementation of recommendations for commissionable transactions. Clients are not obligated to implement any recommendation provided by Mr. Hamilton. Neither the Advisor nor Mr. Hamilton will earn ongoing investment advisory fees in connection with any products or services implemented in Mr. Hamilton’s separate capacity as a Registered Representative. Mr. Hamilton spends approximately 10% of his time per month in his role as a Registered Representative of PKS. Insurance Agency Affiliations Mr. Hamilton is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Hamilton’s role with Liberty Square. As an insurance professional, Mr. Hamilton will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Hamilton is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Hamilton or the Advisor. Mr. Hamilton spends less than 10% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Hamilton has additional business activities where compensation is received that are detailed in Item 4 above. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 19  Item 6 – Supervision Mr. Hamilton serves as a Managing Partner and Private Wealth Advisor of Liberty Square as well as the Chief Compliance Officer. Mr. Hamilton can be reached at (610) 865-5803. Liberty Square has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Liberty Square. Further, Liberty Square is subject to regulatory oversight by various agencies. These agencies require registration by Liberty Square and its Supervised Persons. As a registered entity, Liberty Square is subject to examinations by regulators, which may be announced or unannounced. Liberty Square is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 20  Form ADV Part 2B – Brochure Supplement for Gerald A. Camera, CFP®, ChFC®, CRPC® Managing Partner and Private Wealth Advisor Effective: April 23, 2025 This Form ADV 2B (“Brochure Supplement”) provides information about the background and qualifications of Gerald A. Camera, CFP®, ChFC®, CRPC® (CRD# 1833309) in addition to the information contained in the Liberty Square Wealth Partners LLC (“Liberty Square” or the “Advisor”, CRD# 332476) Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the contents of the Liberty Square Disclosure Brochure or this Brochure Supplement, please contact us at (610) 865-5803. Additional information about Mr. Camera is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 1833309. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 21  Item 2 – Educational Background and Business Experience Gerald A. Camera, CFP®, ChFC®, CRPC®, born in 1957, is dedicated to advising Clients of Liberty Square as a Managing Partner and Private Wealth Advisor. Mr. Camera earned a Bachelor of Science from Lehigh Uuniversity in 1979. Additional information regarding Mr. Camera’s employment history is included below. Employment History: 08/2024 to Present Managing Partner and Private Wealth Advisor, Liberty Square Wealth Partners LLC Registered Representative, Purshe Kaplan Sterling Investments, Inc. Managing Partner/Private Wealth Advisor, Ameriprise Financial Services, LLC 08/2024 to Present 07/1988 to 08/2024 CERTIFIED FINANCIAL PLANNER™ (“CFP®”) The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 87,000 individuals have obtained CFP® certification in the United States. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning; • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real-world circumstances; • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals. Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks: • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and • Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP®. Chartered Financial Consultant™ (“ChFC®”) The Chartered Financial Consultant™ (ChFC®) program prepares you to meet the advanced financial planning needs of individuals, professionals, and small business owners. You'll gain a sustainable advantage in this Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 22  competitive field with in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning. The ChFC® requires three years of full-time, relevant business experience, nine two-hour course-specific proctored exams, and 30 hours of continuing education every two years. Holders of the ChFC® designation must adhere to The American College’s Code of Ethics. Program Objectives: • Function as an ethical, competent and articulate practitioner in the field of financial planning • Utilize the intellectual tools and framework needed to maintain relevant and current financial planning knowledge and strategies. • Apply financial planning theory and techniques through the development of case studies and solutions. • Apply in-depth knowledge in a holistic manner from a variety of disciplines, namely, estate planning, retirement planning, or non-qualified deferred compensation. Item 3 – Disciplinary Information There are no legal, civil or disciplinary events to disclose regarding Mr. Camera. Mr. Camera has never been involved in any regulatory, civil or criminal action. There have been no client complaints, lawsuits, arbitration claims or administrative proceedings against Mr. Camera. Securities laws require an advisor to disclose any instances where the advisor or its advisory persons have been found liable in a legal, regulatory, civil or arbitration matter that alleges violation of securities and other statutes; fraud; false statements or omissions; theft, embezzlement or wrongful taking of property; bribery, forgery, counterfeiting, or extortion; and/or dishonest, unfair or unethical practices. As previously noted, there are no legal, civil or disciplinary events to disclose regarding Mr. Camera. However, we do encourage you to independently view the background of Mr. Camera on the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with his full name or his Individual CRD# 1833309. Item 4 – Other Business Activities Broker-Dealer Affiliation Mr. Camera is also a Registered Representative of Purshe Kaplan Sterling Investments, Inc. (“PKS”). PKS is a Registered Broker-Dealer (CRD# 35747), member FINRA, SIPC. In Mr. Camera’s separate capacity as a Registered Representative, Mr. Camera will receive commissions for the implementation of recommendations for commissionable transactions. Clients are not obligated to implement any recommendation provided by Mr. Camera. Neither the Advisor nor Mr. Camera will earn ongoing investment advisory fees in connection with any products or services implemented in Mr. Camera’s separate capacity as a Registered Representative. Mr. Camera spends approximately 10% of his time per month in his role as a Registered Representative of PKS. Insurance Agency Affiliations Mr. Camera is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Camera’s role with Liberty Square. As an insurance professional, Mr. Camera will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Camera is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Camera or the Advisor. Mr. Camera spends less than 10% of his time per month in this capacity. Item 5 – Additional Compensation Mr. Camera has additional business activities where compensation is received that are detailed in Item 4 above. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 23  Item 6 – Supervision Mr. Camera serves as a Managing Partner and Private Wealth Advisor of Liberty Square and is supervised by Allen Hamilton, the Chief Compliance Officer. Mr. Hamilton can be reached at (610) 865-5803. Liberty Square has implemented a Code of Ethics, an internal compliance document that guides each Supervised Person in meeting their fiduciary obligations to Clients of Liberty Square. Further, Liberty Square is subject to regulatory oversight by various agencies. These agencies require registration by Liberty Square and its Supervised Persons. As a registered entity, Liberty Square is subject to examinations by regulators, which may be announced or unannounced. Liberty Square is required to periodically update the information provided to these agencies and to provide various reports regarding the business activities and assets of the Advisor. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 24  Privacy Policy Effective: April 23, 2025 Our Commitment to You Liberty Square Wealth Partners LLC (“Liberty Square” or the “Advisor”) is committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”). Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything that we can to maintain that trust. Liberty Square (also referred to as "we", "our" and "us”) protects the security and confidentiality of the personal information we have and implements controls to ensure that such information is used for proper business purposes in connection with the management or servicing of our relationship with you. Liberty Square does not sell your non-public personal information to anyone. Nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below. Details of our approach to privacy and how your personal non-public information is collected and used are set forth in this Policy. Why you need to know? Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information. What information do we collect from you? Driver’s license number Date of birth Social security or taxpayer identification number Assets and liabilities Name, address and phone number[s] Income and expenses E-mail address[es] Investment activity Account information (including other institutions) Investment experience and goals What Information do we collect from other sources? Custody, brokerage and advisory agreements Other advisory agreements and legal documents Transactional information with us or others Account applications and forms Investment questionnaires and suitability documents Other information needed to service account Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 25  How do we protect your information? To safeguard your personal information from unauthorized access and use, we maintain physical, procedural, and electronic security measures. These include such safeguards as secure passwords, encrypted file storage, and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. Our associates are trained on their responsibilities to protect Client’s personal information. We require third parties that assist in providing our services to you to protect the personal information they receive from us. How do we share your information? An RIA shares Client personal information to effectively implement its services. In the section below, we list some reasons we may share your personal information. Basis For Sharing Do we share? Can you limit? Yes No Servicing our Clients We may share non-public personal information with non-affiliated third parties (such as administrators, brokers, custodians, regulators, credit agencies, other financial institutions) as necessary for us to provide agreed upon services to you, consistent with applicable law, including but not limited to: processing transactions; general account maintenance; responding to regulators or legal investigations; and credit reporting. Liberty Square shares Client information with Purshe Kaplan Sterling Investments, Inc. (“PKS”). This sharing is due to the oversight PKS has over certain Supervised Persons of the Advisor. You may also contact us at any time for a copy of the PKS Privacy Policy. No Not Shared Yes Yes No Not Shared Marketing Purposes Liberty Square does not disclose, and does not intend to disclose, personal information with non-affiliated third parties to offer you services. Certain laws may give us the right to share your personal information with financial institutions where you are a customer and where Liberty Square or the client has a formal agreement with the financial institution. We will only share information for purposes of servicing your accounts, not for marketing purposes. Authorized Users Your non-public personal information may be disclosed to you and persons that we believe to be your authorized agent(s) or representative(s). Information About Former Clients Liberty Square does not disclose and does not intend to disclose, non- public personal information to non-affiliated third parties with respect to persons who are no longer our Clients. Changes to our Privacy Policy We will send you a copy of this Policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise this Policy and will provide you with a revised Policy if the changes materially alter the previous Privacy Policy. We will not, however, revise our Privacy Policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the information sharing. Any Questions? You may ask questions or voice any concerns, as well as obtain a copy of our current Privacy Policy by contacting us at (610) 865-5803. Liberty Square Wealth Partners LLC 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 Phone: (610) 865-5803 | Fax: (610) 865-5983 Website: https://libertysquarewealth.com Page 26