A complete list of active advisors currently associated with Freedom Financial Consulting
Warmer can help you find a great advisor at Freedom Financial Consulting or one who fits your needs even better.
Freedom Financial Consulting provides portfolio management and financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm prepares Investment Policy Statements tailored to client circumstances, can receive discretionary trading authority, and reported no assets under management as of its last calculation. Its investment approach combines modern portfolio theory with technical and charting analysis and generally emphasizes long‑term trading across mutual funds, equities, ETFs (including precious‑metal ETFs), and fixed‑income instruments such as inflation‑linked bonds. The adviser documents client risk tolerance in an IPS, monitors portfolios regularly, and delivers quarterly reporting through custodians. Distinctive features for a firm in this category include an affiliation with insurance activities: the principal is a licensed insurance agent and the brochure discloses that insurance commissions may be received and are documented as a potential conflict. The firm also offers financial planning on an hourly basis—an uncommon billing option for investment managers—while operating as a newly formed, single‑manager practice with no pooled assets reported.
To learn more about the advisors currently working at Freedom Financial Consulting, 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 |
|---|---|---|
Byron Center, MI
| 2
|
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