A complete list of active advisors currently associated with Freemind Financial Advisory
Warmer can help you find a great advisor at Freemind Financial Advisory or one who fits your needs even better.
FreeMind Financial Advisory serves individuals, high‑net‑worth clients, businesses, and charitable organizations, providing asset management, financial planning, estate planning, retirement plan services, accounting and tax, and fractional CFO services. The firm acts as a fiduciary and offers discretionary portfolio management as well as plan design and administration for workplace retirement plans. The firm’s investment process is built on fundamental analysis using third‑party research, corporate filings, and market information to construct portfolios (ETFs, mutual funds, individual stocks and bonds) tailored to each client’s goals; portfolios are generally long‑term but may be reallocated based on client objectives and market conditions. Accounts are monitored on a continual basis with formal reviews at least annually, and advisory arrangements are billed through AUM fees for investment management and hourly, project, or retainer fees for planning, tax, and CFO services. FreeMind’s combination of retirement plan services and pension consulting alongside accounting, tax, and fractional CFO offerings distinguishes it from many small independent advisers, and the brochure notes the firm recently added Accounting and Tax services. The firm also maintains an institutional relationship with its custodian that provides software and support, and it manages roughly $7 million for a small client base, reflecting a mix of personal wealth management and business‑focused financial services not commonly found together at firms of this size.
To learn more about the advisors currently working at Freemind Financial Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shirley, NY
| 2
|
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