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

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

Freedom Wealth Coaching provides fee‑based investment management, financial planning, and non‑discretionary retirement plan consulting to individuals, trusts, estates, small businesses and plan sponsors. It delivers these services through a co‑advisory arrangement with an independent SEC‑registered investment manager and also provides plan‑level support such as investment option recommendations and participant education. The firm aligns client portfolios with principles of Modern Portfolio Theory and implements long‑term strategic asset allocation using the co‑adviser’s model portfolios, which are constructed as fund‑of‑funds across varying equity and fixed‑income mixes. In the co‑advisory structure the outside manager has discretionary authority for security selection and trading while Freedom Wealth Coaching documents client objectives, selects the appropriate portfolio strategy, and provides ongoing monitoring and oversight. Noteworthy features include the firm’s role in pension/retirement plan consulting and in selecting and monitoring an outside manager under the co‑advisory arrangement—services that are less common among firms in this category—and general oversight of roughly $105.65 million of jointly managed assets. The firm also offers financial planning on an hourly basis in addition to asset‑based advisory arrangements, and operates with a small staff supporting the co‑advisory relationship.

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