Starting Out

Roth or Traditional?  Buy or Lease?  Save for retirement or student loans?  Relax, we can help.

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Mid-Career

More responsibility means bigger decisions.  That’s why we’re here.

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Nearing Retirement

Empty nest or a new nest?  Retire, new venture, second career?  We’re all about options.

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Retired

Travel, charity, family, preserving your legacy while enjoying life.  We have a plan for that.

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Start Now

We create strategies that are tailored to your needs and goals.

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Follow-Us

Years of experience have prepared us to guide you through your life transitions.

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Common Questions

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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What is Freedom Wealth Partners?

Freedom Wealth Partners is an independent advisory firm committed to serving our clients with integrity, leadership, and passion. We strive to help our clients pursue their life goals by following a prudent planning process. Our comprehensive approach includes:

Retirement Planning
Life Insurance Analysis
Major Purchase Planning
College Savings Plans

Investment Management
Cash Flow Projections
Liability Analysis
Business Retirement Plans

Our professionals have years of experience helping people like you balance the realities of today with the needs of tomorrow. We look forward to working with you and your family for generations.

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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.

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Our Process

Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?

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Our Values

Freedom Wealth Partners was founded on three core values - to serve clients with Integrity, Leadership, and Passion.

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Infinite Resources

Want to learn more about retirement, social security, or estate strategies? 

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

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.

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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.

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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.

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