Roth or Traditional? Buy or Lease? Save for retirement or student loans? Relax, we can help.
More responsibility means bigger decisions. That’s why we’re here.
Empty nest or a new nest? Retire, new venture, second career? We’re all about options.
Travel, charity, family, preserving your legacy while enjoying life. We have a plan for that.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
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 PlanningLife Insurance AnalysisMajor Purchase PlanningCollege Savings Plans
Investment ManagementCash Flow ProjectionsLiability AnalysisBusiness 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.
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.
Freedom Wealth Partners follows the practices set by the Certified Financial Planner Board of Standards. What does this mean for you?
Freedom Wealth Partners was founded on three core values - to serve clients with Integrity, Leadership, and Passion.
Want to learn more about retirement, social security, or estate strategies?
"An investment in knowledge pays the best interest."
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 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.