As an independently owned and operated company, Freedom Wealth Partners has the Freedom to give you objective and unbiased advice. We have no agenda other than helping you reach your goals. Our fee structure is transparent, our product and service selection free from bias, and our guidance to you is based on our experience and the details of your situation.
We exist to help you create, preserve, and enjoy your Wealth. Wealth can be about money, experiences, or legacy. We want to help with everything that is important to you.
Our ongoing process is a Partnership that requires openness and cooperation from everyone involved. While financial planning and investment management are the tools we use to help you, the real value is the partnership we develop with you over time.
Kary has been serving clients since 2002 and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2009. Prior to entering the financial services arena, Kary served in the United States Navy.
Client Services Manager
Leana entered the financial services field in 2001, and has gained experience in several different service roles. Prior to joining Freedom Wealth Partners, Leana worked with Kary at their previous firm for 4 years.