Starting Out
Roth or Traditional? Buy or Lease? Save for retirement or student loans? Relax, we can help.
Nearing Retirement
Empty nest or a new nest? Retire, new venture, second career? We’re all about options.
Retired
Travel, charity, family, preserving your legacy while enjoying life. We have a plan for that.
Who We Serve
Freedom Wealth Partners serves a wide variety of clients from all walks of life. We serve individuals and families who share our philosophy on how life should be lived.
Our Process
Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?
Our Values
Freedom Wealth Partners was founded on three core values - to serve clients with Integrity, Leadership, and Passion.
Infinite Resources
Want to learn more about retirement, social security, or estate strategies?
Welcome to the family
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our goals are your goals
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.