A complete list of active advisors currently associated with Freedom Financial Planning Solutions, LLC

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

Freedom Financial Planning Solutions is a small independent advisory firm managing roughly $2.43 million for 17 clients and serves individuals (including high‑net‑worth clients), charitable organizations, corporations, and employer‑sponsored pension and profit‑sharing plans. The firm offers in‑house discretionary portfolio management, ongoing financial planning, tax‑preparation services (transitioning to an affiliated bookkeeping firm), and business and employee benefit plan consulting. The firm primarily practices passive investment management by constructing asset‑class weighted portfolios using index mutual funds and ETFs, while also drawing on fundamental, technical, cyclical, and charting analysis to inform allocations. Portfolios are managed in‑house and can be tailored to client objectives, with the firm using retail ETFs to provide exposure to digital assets where appropriate. Distinctive features for a firm of this size include an explicit focus on employer plan work and pension consulting—assisting plan sponsors with investment options, plan structure, monitoring, and participant education—alongside individual wealth management. The firm also offers educational seminars and speaking engagements and maintains a Certified Student Loan Professional credential with dedicated student‑loan analysis services, offerings that are less common among similarly sized independent advisers.

To learn more about the advisors currently working at Freedom Financial Planning Solutions, 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
Steven Underriter	Grand Rapids, MI	8

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