James a. Mosteller, J.d., ChFC®, AIF®
Investment Advisor and Attorney-at-law
Jim Mosteller embodies a relentless pursuit of passion, channeling it into helping his clients on their journeys. Gaining a degree in finance, Jim went straight into the field but found that he didn’t relate to the values of the big box firms and eventually felt drawn to running his own practice. While in Law School, Jim began building his businesses, showing determination and perseverance. He has worked his entire career helping people plan their estates and their financial futures.
He remembers his grandfather being apprehensive about spending money because he was afraid and wanted to relieve that all-too-common stress for his clients. Being in the estate planning business for years, Jim noticed that his clients yearned for the freedom of secure finances, the freedom to pursue their interests in retirement, and the freedom to have more time with loved ones. With a heart for helping people find freedom and independence, Jim launched a new practice, Liberty Asset Management, Inc. (now doing business as Ternary Advisory Group), a practice dedicated to helping people reach their dreams.
Jim is committed to helping his clients reverse their fearful mindset around money and learn how to make their money work for them. He prioritizes building relationships with his clients in order to custom-curate financial plans for their individual needs. A truly client-centric practice, Ternary Advisory Group is driven to help people find the freedom they deserve in retirement.
Richard Holmberg
Investment Advisor and Attorney-at-law
Richard Holmberg has always had a deep commitment to helping others navigate the complexities of their financial and legal journeys. After earning his bachelor’s degree from The University of Illinois at Urbana- Champaign, he pursued his passion for law at The John Marshall Law School in Chicago. Early in his career, Richard recognized the importance of creating meaningful, personalized solutions for his clients, leading him to co-found Mosteller & Holmberg, P.C., and to join Liberty Asset Management, Inc. (now Ternary Advisory Group) as an investment adviser representative.
With a dedication to estate planning and asset management, Mr. Holmberg has spent his career empowering clients to secure their legacies and achieve peace of mind. He combines his legal expertise and financial acumen to serve as a trusted advisor, guiding individuals and families through life’s most important decisions.
Ternary Advisory Group
3550 Hobson Road, Suite 101
Woodridge, IL 60517
630.789.9653
Info@ternaryus.com