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

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

Freedom Value Partners serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, and business entities, providing discretionary asset management and limited asset advisement services alongside financial planning. The firm manages roughly $104.4 million in discretionary assets for about 43 clients and offers a view‑only advisement option for accounts that cannot be custodied with its preferred custodian; it does not impose a minimum account size. The firm’s investment process is driven by client‑specific profiles and fundamental analysis, with strategies that may include long‑term holdings, shorter‑term trading, and the selective use of options and other derivative positions (including covered‑call writing). Portfolios are generally managed on a discretionary basis with periodic (at least quarterly) reviews, and financial planning or consulting is provided to managed clients at no additional charge. What is noteworthy relative to many peers is the explicit incorporation of derivatives and options strategies within separately managed accounts — an approach that the firm discloses and highlights in its risks and strategy discussion, and which is relatively uncommon among similar supported firms. The firm is a small, co‑managed practice that combines that derivatives capability with CFA‑level investment credentials among its principals and operational practices (such as use of standing transfer authorizations) that result in direct custodial arrangements and quarterly oversight.

To learn more about the advisors currently working at Freedom Value 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.