FREEDOM FOUND FINANCIAL

Overview

Freedom Found Financial is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs a fee model that favors hourly and fixed-fee engagements rather than percentage-based advisory billing, which suits clients who want project-based planning and relationship-oriented advice. Investment activity centers on publicly traded pooled funds as the core of portfolios, supplemented by a range of alternative allocations. The firm manages client assets on a discretionary basis and uses third-party managers where appropriate to access hedge funds, real estate strategies, commodities, REITs and oil & gas investments. Freedom Found Financial is not positioned as an ESG specialist and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices