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 Inc. serves individuals (including high-net-worth clients), businesses, and charitable organizations, offering asset management, financial planning, estate planning, advisor fee reduction, retirement plan services, and fractional CFO services. The state-registered firm manages roughly $6.9 million in discretionary client assets for a small client base. The firm’s investment process emphasizes fundamental analysis and tailored asset-allocation across ETFs, mutual funds, individual equities and bonds, with portfolios constructed to match each client’s goals and monitored regularly, generally with at least annual reviews. FreeMind typically manages accounts on a discretionary basis and may rebalance or reallocate holdings in response to market conditions or changed client objectives. What is distinctive about FreeMind is its explicit focus on retirement plan services and business-oriented financial advisory work — including assistance with workplace plan design, implementation, and ongoing plan management — offerings that are less common among independent advisers. The firm also provides advisor-fee-reduction services, offers fractional CFO support for business clients, and maintains an institutional platform relationship with Altruist for custody and operational support, combining pension/plan consulting and hands-on business finance services within a small advisory practice.

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.