Financial Freedom Management LLC

Overview

Financial Freedom Management LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and supplements advisory work with educational seminars and workshops. Its reported portfolio preference is equity-oriented, with a sizable allocation to exchange-traded equities alongside a willingness to use third‑party alternative managers for diversification. Service offerings are practical and advisory in nature rather than institutional consulting: core services include comprehensive financial planning and discretionary portfolio management for individual and small-business clients. The firm is not positioned as an ESG specialist, does not operate as a multi-state or pension consultant, and presents as a boutique advisory practice run by an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices