Freedom Financial Management, Inc

Overview

Freedom Financial Management, Inc. is an independent, Florida‑registered wealth advisory firm organized as a corporation and owned by an individual principal. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing model is fee‑for‑service, relying on hourly charges and fixed fees rather than asset‑based ongoing fees. The firm also lists accounting among its business activities, indicating an integrated tax and financial planning orientation. Freedom does not position itself as a capital allocator or pension consultant and does not describe ESG investing as part of its mandate.

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Location & Offices