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

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

The firm provides discretionary asset management and related financial planning to individuals, high‑net‑worth individuals, and a limited number of corporate or business clients. Financial planning topics may include wills, estate and trust review, taxes, qualified plans, insurance, retirement income, Social Security, and college planning, and this planning is offered at no additional charge as part of the advisory relationship. Investment programs are established after documenting each client’s goals, time horizon and risk tolerance and rely on fundamental analysis with both long‑ and short‑term strategies, periodic rebalancing, and consideration of cash as an asset class. Accounts are reviewed at least quarterly (including review for tax‑loss harvesting opportunities), custody is settled through a single required custodian, and advisory fees are charged as a percentage of household assets and are generally negotiable. This solo advisory practice is affiliated with an external accounting (CPA) business, with substantial time devoted to that activity and separate compensation for those services, a relationship disclosed as a potential conflict of interest and mitigated by firm procedures and client choice. The firm also works with corporate/business clients in addition to individuals — an arrangement that is less common among similar independent advisers — and manages roughly $6.3 million across about 66 client relationships while leaving proxy voting to clients.

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