A complete list of active advisors currently associated with Financial Freedom Management LLC

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

Financial Freedom Management LLC is a fee-only registered investment adviser serving individuals (both non‑HNW and high‑net‑worth), trusts, estates, pension and profit‑sharing plans; the firm reports roughly $8.1 million in assets under management across about 20 client relationships. Its services include one‑time and fixed‑fee financial planning, consulting engagements, and ongoing comprehensive planning with investment management offered under asset‑based or monthly‑retainer arrangements. The firm builds portfolios from low‑cost mutual funds and ETFs using asset allocation grounded in Modern Portfolio Theory, then applies a rules‑based quantitative active layer—including trend‑following exit/entry rules, periodic rebalancing and tax‑loss harvesting—to manage downside risk. Financial Freedom Management may implement strategies via model portfolios and, where appropriate, use leveraged exchange‑traded funds and custodian margin capabilities to add leverage to separately managed accounts, in addition to documenting client objectives in an Investment Policy Statement. Distinctive features include a practice emphasis on special‑needs planning (including coordination with attorneys and estate planning to protect government benefits) and an ongoing public‑education effort that offers seminars and workshops to community, corporate and nonprofit groups. The firm operates with a single principal and small client roster, uses different custodial platforms for starter and larger accounts, and retains discretion to waive its stated $200,000 account minimum.

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

Name	Location	Years of experience
Humberto Portillo	Ramsey, NJ	10

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