Freedom Financial Management, Inc

Overview

Freedom Financial Management, Inc. is a small, independent registered investment adviser that serves individuals, families and a handful of small-business clients. The firm operates under an owner-operator structure and combines advisory work with accounting services, which suggests financial planning and tax-aware portfolio conversations are a routine part of client engagements. Its advisory scope is focused on financial planning and portfolio management for individuals and small businesses, delivered on an hourly or fixed-fee basis rather than asset-based recurring billing. The practice manages client relationships on a non-discretionary basis, meaning clients retain decision authority over trades and allocations while the firm provides recommendations and planning. Investment posture is clearly equity‑oriented: the firm’s filings show a distinct preference for exchange-traded equities as the dominant exposure across client accounts. Freedom Financial Management, Inc. is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Location & Offices