A complete list of active advisors currently associated with Freedom Formula Wealth Management
Warmer can help you find a great advisor at Freedom Formula Wealth Management or one who fits your needs even better.
Freedom Formula Wealth Management is a registered investment adviser that offers discretionary investment management and ongoing financial planning to individuals, including high‑net‑worth clients. The firm describes tailored planning engagements that can address business planning, cash‑flow and debt management, retirement and estate planning, college savings, insurance review, and tax‑efficiency considerations. The firm’s investment approach combines fundamental, technical, and charting analysis and may use both passive and active strategies to implement asset‑allocation models and select mutual funds, ETFs, and individual securities. It typically operates with discretionary trading authority and uses an institutional brokerage platform, including block trading, while monitoring fund managers and overlap risks in portfolios. Noteworthy distinctions include that this is a single‑advisor firm led by a CFP certificant that reported zero assets under management and no clients on its initial ADV filing. The adviser also operates separate non‑investment businesses (digital courses and a management company), recommends a specific custodian platform for client accounts, and does not vote client proxies — features that differ from many larger or more established investment managers.
To learn more about the advisors currently working at Freedom Formula Wealth Management, 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 |
|---|---|---|
Rochester, MI
| —
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