A complete list of active advisors currently associated with Freedom Capital Management, Inc.

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

Freedom Capital Management, Inc. is an SEC-registered independent investment adviser that serves individuals, families, trusts, charitable organizations, business entities and retirement plans. The firm offers ongoing portfolio management (including discretionary services), financial and retirement planning, tax-aware investing, and assistance coordinating investment portfolios with estate planning objectives. Before managing assets the firm documents client goals and constraints in an Investment Policy Statement and generally pursues a long-term, diversified asset-allocation approach with tactical adjustments and tax-loss harvesting when appropriate. Its investment process uses fundamental, technical and quantitative analysis, and the brochure notes a regular emphasis on actively traded large-cap equities where individual trades often involve six-figure amounts. Notable operational details include that this is an initial Form ADV filing for the firm and that it is not registered as, nor does it have pending registration as, a broker-dealer. The firm permits personal trading by supervised persons but requires pre-clearance, periodic reviews and reporting under a written Code of Ethics to address potential conflicts.

To learn more about the advisors currently working at Freedom Capital Management, Inc., 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
Guy Woolley	Mill Valley, CA	25

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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