A complete list of active advisors currently associated with Financial Freedom House

Warmer can help you find a great advisor at Financial Freedom House or one who fits your needs even better.

Financial Freedom House provides discretionary portfolio management, financial planning, and fiduciary investment services to individuals (including high‑net‑worth clients), businesses, and qualified retirement plans. As of December 31, 2025, the firm reported about $212.9 million in regulatory assets under management, including roughly $58.8 million managed for retirement plans. The firm’s advice is driven by a consultative, cash‑flow based planning process that uses a proprietary Financial Lifestyle Analysis and, when appropriate, Right Capital for Monte Carlo and scenario testing to inform goals and liquidity needs. Investment management emphasizes strategic asset allocation grounded in Modern Portfolio Theory and the Efficient Market Hypothesis, implemented primarily with ETFs, no‑load index and passively managed institutional mutual funds and, in some cases, no‑load variable annuities. Distinctive aspects of the firm include a voluntary third‑party CEFEX certification for fiduciary practices (noted in its brochure as the only such certification in the state as of March 1, 2026) and formal referral/affiliation arrangements with pension consulting and plan administration firms for its ERISA plan work. The firm also operates as a licensed insurance agent with broker relationships (commissions disclosed as under 2% of revenue), offers educational workshops as a delivery method for planning, and discloses a past regulatory matter in 2018 that was settled with a $1,000 civil fine after a clerical registration error.

To learn more about the advisors currently working at Financial Freedom House, 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.