A complete list of active advisors currently associated with Freya Financial Services

Warmer can help you find a great advisor at Freya Financial Services or one who fits your needs even better.

Freya Financial Services provides fee-only financial life planning and investment management to individuals, families, and small businesses. The firm offers ongoing wealth management, standalone financial planning engagements, and periodic educational workshops or seminars for companies and associations. The firm constructs globally diversified portfolios using a strategic asset-allocation approach implemented largely through no‑load and low‑load mutual funds, with periodic rebalancing and written investment policy statements tailored to client goals. Most client assets are managed on a non‑discretionary basis—clients retain final approval for trades executed under a limited power of attorney—a practice that is uncommon among peers. Freya supplements portfolio management with fee‑for‑service financial plans and occasional employer-focused workshops, providing deliverables such as net worth statements and written portfolio reviews. With a relatively small client roster and concentrated assets under management, the firm emphasizes personalized, plan-centered relationships, uses a custodial relationship for trade execution, and provides regular written reporting.

To learn more about the advisors currently working at Freya Financial Services, 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.