A complete list of active advisors currently associated with Family Freedom Wealth Management, LLC

Warmer can help you find a great advisor at Family Freedom Wealth Management, LLC or one who fits your needs even better.

Family Freedom Wealth Management is a small advisory firm with two advisors that provides discretionary asset management, financial planning, and ERISA 3(21) retirement-plan services. The firm also serves as a co-advisor on the Matson Money platform and refers clients to third‑party managers; as of December 31, 2025 it reports $1.5 million in discretionary assets under management for a single client. FFWM describes a goal‑based, allocation‑focused approach that references Modern Portfolio Theory, takes discretionary trading authority, and performs quarterly account reviews and monitoring. Consistent with most supported peers, the firm charges percentage‑of‑AUM advisory fees for managed accounts and offers fixed‑fee financial planning engagements. Noteworthy for a firm of its size, FFWM participates in fee‑sharing arrangements—receiving management or referral fees remitted by Matson Money and other third‑party managers—and the brochure discloses the principal’s separate insurance practice that may generate commission income. The firm’s current scale and client mix (two advisors, one reported client, and no reported non‑HNW or high‑net‑worth individual clients) make its business model and potential conflicts of interest more concentrated than is typical among supported peers.

To learn more about the advisors currently working at Family Freedom Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.