Our Values

Integrity. Leadership. Passion. More than words, we follow these core values to better serve you.

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


Serving clients with the highest level of Integrity is of the utmost importance. Freedom Wealth Partners strives to embody a creed learned years ago at the Naval Academy, where the mission is "to develop Midshipmen morally, mentally, and physically and to imbue them with the highest ideals of duty, honor and loyalty in order to graduate leaders . . . to assume the highest responsibilities of command, citizenship, and government."


Our role as a trusted advisor is to provide you with the Leadership to stay on course through the trials and tribulations you may encounter. We will create a vision of your future, develop a road map to get there, and execute daily, weekly, and monthly to keep you on course.


Life is supposed to be fun and enjoyable. We strongly believe that success comes from following your Passion with enthusiasm. We enjoy working with individuals and families who share our passion for life and success.