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

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

Freedom Financial Advisors provides comprehensive financial planning and integrated wealth-management services for high‑earning individuals, professionals, business owners, and retirees. The firm’s offerings include written comprehensive plans, ongoing plan implementation, discretionary investment management (including automated Digital Portfolio Strategies through Betterment and the use of third‑party model portfolios), insurance planning, and educational seminars. The firm emphasizes a value‑based, customized planning process that aligns finances with clients’ stated priorities and implements plans through an annual cadence and a quarterly service calendar called “The Quad,” with ongoing implementation available via a subscription model. Investment management combines passive core exposures with selectively employed active and tactical strategies, and the adviser uses both Betterment’s automated platform and third‑party strategies to tailor portfolios to client needs. Notable distinctions disclosed in the brochure include an affiliated estate‑planning technology company, EstateShield, under common ownership that the firm uses to coordinate estate‑plan financial implications and, in some cases, to process advisory fees (with full disclosure of the resulting conflict of interest). The principal is a licensed insurance professional who integrates insurance solutions into the planning process and discloses that insurance commissions represent a potential conflict, which the firm says it manages through disclosure and client choice.

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