Liberty Square Wealth Partners

Fiduciary Wealth Management in Bethlehem, PA

Allen Hamilton, ChFC®, CRPC®, AAMS®, CMFC®

Serving clients since 1992

As a fiduciary, Allen believes in always doing what is best for his clients. Relationships are at the center of everything he does, and he focuses on gaining a deep understanding of each client, who they are, what they value, and what they want out of life before ever offering financial advice. He creates custom plans based on their values and goals, educating them about each of their options so they can choose the path that’s best for them. Through this educational process, he helps people make confident, informed decisions. In his 20-plus years in the industry, Allen has found that clients often feel greater peace simply by knowing where they stand and what they need to do to accomplish their goals, and he enjoys helping people reach this level of clarity and focus.

Advising
Approach

Allen develops close, lifelong partnerships with his clients, which is made possible through the high level of trust he builds throughout the planning process. He considers his role in clients’ lives a privilege, and he honors that privilege by listening intently to their needs and concerns. He presents recommendations only when he is certain he understands what a client wants to achieve, considering their best interests above all else. In this way, he becomes their go-to partner for every season of life, the trusted confidant they call when they have questions or need guidance for their next steps.

Education &
Credentials

  • Chartered Financial Consultant® (ChFC®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Accredited Asset Management SpecialistSM (AAMS®)
  • Chartered Mutual Fund CounselorSM (CMFC®)
  • B.S.B.A. in Finance – John Carrol University

Personal Life

Allen lives in Bucks County, Pennsylvania, and loves spending time with his family. He and his wife married in 1995 and have three children. In his spare time, Allen likes to golf, read, and travel. He also enjoys working out with a trainer a few times a week.

Q&A with Allen

What is one thing you can’t live without? Besides my family, it’s definitely my truck. I have a big F-250, and I love it for many reasons. Once you have a pickup truck, you don’t give that up. What kind of books do you read? I read a lot of industry books, and I like reading about the Civil War. I find American history in general pretty fascinating. I also love reading about people who have built something from nothing, people who have tackled adversity and made an impact…honestly, I just love to learn. I wish I had more time to read! If you could eat only one meal for the rest of your life, what would it be? My wife’s chili, for sure. I love that chili.

Gerald Camera, CFP®, ChFC®, CRPC®

Jerry finds joy in building strong relationships with clients. He is a naturally skilled listener, and he focuses on gaining a deep understanding of his clients’ lives to help them prioritize their objectives and move forward with purpose. As a fiduciary advisor, he develops creative strategies to help them maximize their wealth and get on track for the life they want to live, and he works diligently to ensure their plans are carried out effectively.

Advising
Approach

Jerry views every client relationship as a partnership, and he enjoys working with people who are motivated to get ahead financially. His clients seek financial independence, and he has a genuine desire to see them succeed. He is constantly thinking about their goals and opportunities, looking for ways to help them move forward and simplify their finances. With his amiable nature and people-first approach, he becomes a trusted guide, helping clients make strategic decisions in every season of life.

Many of Jerry’s clients own businesses, and as a fellow entrepreneur, he understands the unique challenges and opportunities that come with the territory. He also knows how complex their lives can be, so he concentrates on simplifying the planning process. He takes a straightforward approach, focusing on their goals and helping them identify the clearest path to financial independence. 

Education & Credentials

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • B.S. – Lehigh University

Awards &
Accolades

  • Forbes Best-in-State Wealth Advisors – 2018, 2020, 2021, 2022, 2023
  • Financial Times 400 Top Financial Advisers – 2017

Community Involvement

  • United States Hunter Jumper Association
  • United States Equestrian Federation

Personal Life

Jerry lives in Ocala, Florida, the “Horse Capital of the World®,” and two of his four horses live there with him (the other two enjoy the pastures of Pennsylvania). He is heavily involved in the equestrian community, riding competitively and volunteering at local horse shows. He lives a simple but fulfilling life, and he wouldn’t have it any other way—he spends his time working, riding horses, traveling, and playing tennis.

Q&A with Jerry

What’s the best vacation you’ve ever taken? 

In 2019, a friend and I attended an invitation-only trip to Wimbledon in England. That, without a doubt, was the best vacation ever.

What is one thing you can’t live without?

Integrity.

What makes you laugh?

I know this sounds crazy, but I love watching The Golden Girls. I only watch it on my phone in the mornings at the gym, but it cracks me up.

David Pope, CRPC®

David plays a vital role in the client education and planning process. He works behind the scenes, examining each client’s financial situation and identifying specific ways they can use their resources to achieve their goals. With more than 20 years of experience and a keen eye for detail, he helps open clients’ eyes to their financial options and opportunities, giving them greater clarity about their situation and the confidence to make strategic decisions.

Outside of work, David enjoys spending time with his wife and exercising his musical talents. He plays keyboard with several bands, hosts a weekly two-hour jazz show on Cape Fear Radio, and runs the sound for his church, 828Church.

Valeria Makovskaia

Valeria joined Liberty Square in 2014, and with nearly 30 years of experience in the financial services industry, she is highly skilled at anticipating the needs of our clients and advisors. She manages many aspects of our internal operations, including document preparation and processing, communicating with vendors, and in general, ensuring our team has everything it needs to serve clients with excellence. She is also a valuable support system for clients, answering questions and helping with a variety of tasks throughout the onboarding and planning processes.

In her spare time, Valeria loves being active and spending time outdoors. Her current hobbies include pickleball, cycling, kayaking, helping with set design for the school theater, and camping with her friends and family. She and her husband Julian have three children, and they enjoy traveling together.

Welcome to Liberty Square

Our team is excited to announce that Liberty Square Wealth Partners is now a wholly independent practice. Our mission has always been to do what is best for our clients, and this transition allows us to provide an even greater level of service for your wealth management needs.

To learn more about our independent advisory model and how it benefits you, click below.

Learn More

Important Notice

You are now leaving the Liberty Square Wealth Partners' website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Liberty Square Wealth Partners or any advisor(s) whose name(s) appears on this Website. Liberty Square Wealth Partners is independently owned and operated. Schwab neither endorses nor recommends Liberty Square Wealth Partners. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Liberty Square Wealth Partners under which Schwab provides Liberty Square Wealth Partners with services related to your account. Schwab does not review Liberty Square Wealth Partners' website, and makes no representation regarding the content of the website. The information contained in the Liberty Square Wealth Partners website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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