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Christopher B

Series 63, Series 65

Franklin, MA

Byrne Financial Freedom, LLC

Christopher Byrne is a financial advisor at Byrne Financial Freedom, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, Inc. and LPL Financial LLC. Byrne has been with his current firm since 2019. Byrne Financial Freedom, LLC is an SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, while offering discretionary portfolio management and retirement plan advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Ryan M

CFP®, Series 65, Series 63

Franklin, MA

Byrne Financial Freedom, LLC

Ryan Mc Cormick is a CFP® with five years of industry experience, currently serving as an advisor at Byrne Financial Freedom, LLC. His prior roles include positions at LPL Financial LLC, Gibraltar Wealth Management, Boenning & Scattergood, Inc., and The Vanguard Group, Inc. He has also worked in non-financial sectors such as the food and beverage industry and litigation defense. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with an investment approach focused on fundamental analysis, low-cost mutual funds and ETFs, and the use of individual securities when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Joseph B

Series 63, Series 65

Franklin, MA

Byrne Financial Freedom, LLC

Joseph Byrne is a financial advisor with Byrne Financial Freedom, LLC in Franklin, MA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Byrne Financial Freedom since 2006 and also maintains an affiliation with LPL Financial. Outside of advising, Byrne serves as a Notary Public in Massachusetts. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, constructing portfolios using low-cost mutual funds, ETFs, and, when suitable, individual securities, while offering ongoing portfolio monitoring, tax management, and access to a range of specialized resources.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Jessica B

Series 66

Fort Myers, FL

Byrne Financial Freedom, LLC

Jessica Beckett is a financial advisor with Byrne Financial Freedom, LLC in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Additionally, she is a notary public. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management with a focus on fundamental analysis and a generally long-term investment approach using low-cost mutual funds, ETFs, and other securities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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James W

Series 63, Series 65

Franklin, MA

Byrne Financial Freedom, LLC

James Walsh is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Byrne Financial Freedom and LPL Financial LLC since 2007. Byrne Financial provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach using low-cost mutual funds, ETFs, and individual securities when appropriate, along with ongoing portfolio monitoring, rebalancing, and tax management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Jack A

Series 63, Series 66

Fort Myers, FL

Byrne Financial Freedom, LLC

Jack Arduin Jr. is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Ameriprise Financial Services, Truist Advisory Services, and LPL Financial. Byrne Financial Freedom, LLC is a SEC-registered wealth management firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm employs a fundamentally driven, long-term investment approach with diversified portfolios consisting of low-cost mutual funds, ETFs, individual securities, and REITs, while offering discretionary portfolio management and access to WealthVision.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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Jason W

Series 63, Series 65

Franklin, MA

Byrne Financial Freedom, LLC

Jason Weiss is a financial advisor with Byrne Financial Freedom, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Byrne Financial Freedom and LPL Financial since 2016 and was previously with Santander Securities LLC from 2012 to 2016. Byrne Financial Freedom provides comprehensive wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a primarily long-term, fundamental analysis approach, using low-cost mutual funds, ETFs, and, when appropriate, individual securities, with ongoing portfolio monitoring, rebalancing, and tax-management strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Real estate investing
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