A complete list of active advisors currently associated with Freedom Wealth Advisors, LLC

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

Freedom Wealth Advisors serves a mix of private individuals, banks, corporations, estates, trusts, charitable organizations and retirement plans through fee‑based portfolio management and financial planning. The firm offers discretionary separately managed accounts (SMAs) and non‑discretionary financial planning (FPS), and separately provides continuous discretionary management to a private pooled investment vehicle organized as a limited partnership under a private offering memorandum. The firm’s stated investment approach is a customized, tactical allocation strategy that tailors SMA portfolios to each client’s objectives, liquidity and tax considerations while relying on a mix of fundamental, technical, charting and cyclical analysis. FWA combines a long‑term core orientation with the ability to engage in short‑term and intra‑day trading, to use options and other derivative strategies where appropriate, and to retain third‑party advisers (for example, it discloses retaining 55I, LLC) to implement portfolio and tax‑mitigation trading. Noteworthy distinctions from peers include its role as adviser to and affiliate of a private pooled vehicle (the Partnership), including direct portfolio management for that pooled vehicle and fee arrangements and profit reallocations disclosed in the Partnership’s offering materials. The brochure also discloses other uncommon features for a team firm: certain personnel are licensed insurance producers and earn commissions; the firm receives research/data services via broker relationships (e.g., FactSet through its clearing broker); and it describes affiliated‑party relationships and conflicts of interest addressed through a Code of Ethics and related disclosures.

To learn more about the advisors currently working at Freedom Wealth Advisors, 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.