A complete list of active advisors currently associated with Freewood Private Wealth Management, LLC

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

FreeWood Private Wealth Management is a state-registered, single-advisor RIA that provides discretionary investment management, hourly financial planning, and retirement plan (ERISA 3(21)) advisory services to individuals, high-net-worth clients, trusts and estates. The firm reports managing roughly $62 million for about 130 client relationships and delivers ongoing portfolio supervision and periodic reporting through a qualified custodian. The advisor’s approach is primarily long-term and portfolio-focused, using low-cost mutual funds and ETFs as core holdings while applying both fundamental and technical analysis to construct and rebalance allocations. FreeWood also discloses that it may use or recommend individual stocks, bonds, leveraged/inverse ETFs, penny stocks and cryptocurrency-based products and will sometimes retain legacy positions for tax or strategic reasons. Notable distinctions compared with many small independent firms include the explicit acceptance and disclosure of higher‑risk instruments (penny stocks, leveraged/inverse ETFs, and crypto-based products), the principal’s licensure to sell insurance products (with commission compensation disclosed as a potential conflict), and participation in an institutional custodian program that provides the firm with economic benefits; the firm also discloses past personal bankruptcy filings and related liens involving the firm’s principal in its Form ADV.

To learn more about the advisors currently working at Freewood 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.