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

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

Freedom Financial Partners serves individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering portfolio management, comprehensive financial planning, retirement‑plan consulting, and insurance advisory services. The firm reports managing approximately $377.9 million on a discretionary basis with a five‑advisor team serving about 308 clients. The firm’s investment process centers on establishing a target asset allocation guided by Modern Portfolio Theory and customized investment policy statements, using mutual funds, ETFs, separate account strategies and sub‑advisers as appropriate. It blends active and passive strategies, employs fundamental, technical, cyclical and charting analysis, and uses Fiducient Advisors LLC as an investment consultant while providing a Pontera service to implement tax‑efficient strategies in non‑custodied workplace accounts. Noteworthy for a team firm, the firm’s materials include client testimonials and references to third‑party ratings, practices that are relatively uncommon among peers. The brochure also discloses features such as access to commission‑free insurance through a DPL platform (without adviser commissions), serving as a 3(21) fiduciary for retirement plans, and offering alternative investments, including cryptocurrency, to qualified clients.

To learn more about the advisors currently working at Freedom Financial Partners 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
Matthew Brandeen	Oakdale, MN	0
Trever Christian	Oakdale, MN	30
Kyle Playford	Oakdale, MN	5
John Schwalbach	Oakdale, MN	23

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