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

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

Freedom Found Financial provides investment advisory and financial planning services to individual clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm offers integrated portfolio management (discretionary and non‑discretionary), model‑based portfolios, standalone financial planning, and single‑topic consulting on an hourly basis. The firm’s investment work centers on ETF‑based model portfolios and a mix of analytical approaches (including modern portfolio theory, technical and fundamental analysis), with the ability to implement option strategies where appropriate. Portfolios are tailored to clients’ risk tolerance, time horizon, and objectives, and the adviser conducts regular account reviews and ongoing plan updates. Compared with many independent peers, the firm does not use a percentage‑of‑assets fee schedule and instead bills fixed advisory and planning fees billed in advance or on a periodic basis. The firm manages a relatively large amount of client assets for a small client roster and its personnel are also involved in community and educational activities, including assisting underprivileged youth with ABLE and PASS accounts and teaching at the university level.

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