FINANCIAL FREEDOM HOUSE

Overview

Financial Freedom House is an independent registered investment adviser founded in 2018 that serves individual and family clients alongside select institutional relationships. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars with insurance brokerage capabilities. Its stated fee models include percentage-of-AUM, hourly and fixed-fee engagements, giving advisers flexibility to match clients’ needs. Investment posture is equity-focused: the firm reports a clear preference for exchange-traded equities as the primary engine of client portfolios. At the same time Financial Freedom House uses third-party alternative managers to add real assets and commodity exposure, and it supplements portfolios with annuities, mutual funds and corporate debt for income and liability-management needs. The firm does not operate as a capital allocator (it does not appear to run proprietary funds) and is not positioned as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices