A complete list of active advisors currently associated with Freeman & Freeman Private Wealth Management LLC

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

Freeman & Freeman Private Wealth Management provides discretionary asset management, financial planning, and retirement/rollover advice to individuals, high-net-worth clients, trusts, estates and business entities. The firm manages accounts primarily through Charles Schwab and Interactive Brokers and can access participant-directed retirement plans and 401(k)-type accounts via the Pontera order-management platform. Portfolio construction typically uses ETFs and mutual funds for core market exposure, supplemented by REITs, preferred shares and select individual equities to pursue income and targeted alpha within Balanced or Growth model allocations. Investment decisions are driven by fundamental analysis with a long-term orientation, and strategies are adjusted for client-specific situations such as low-basis stock, legacy holdings or tax considerations. What distinguishes the firm is an affiliation with an insurance entity (Oak River Insurance Group LLC) and adviser representatives who are licensed insurance agents and may recommend commissionable insurance or annuity products; the brochure discloses this conflict and describes policies intended to mitigate it. The firm also began operations in October 2023 after assuming clients from a predecessor adviser and is run by two equal-controlling members, reflecting a small-team service model with documented compliance and supervisory procedures.

To learn more about the advisors currently working at Freeman & Freeman Private Wealth Management 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.