Financial Freedom, LLC

EST. AUM
$407,111,000

CONTACTS

CLIENT ACCOUNTS
793

Firm Details

Metro area Philadelphia
CRD Number 118772
Website finfree.com
Client types

Overview

Financial Freedom, LLC is a fee-only registered investment adviser providing comprehensive wealth management services for over 30 years. The firm operates as a family-owned practice offering financial planning, investment management, and retirement planning services to individuals and families across the United States. Financial Freedom serves primarily high net worth clients with investment portfolios exceeding $1 million, delivering personalized, fiduciary-based advisory services. The firm maintains five office locations across Pennsylvania, Ohio, Florida, and Maine, with approximately 2-10 employees and manages $347.5 million in assets under management across 727 client accounts. The firm is a member of NAPFA (National Association of Personal Financial Advisors) and holds a 5-star FADD certification from the Paladin Registry. Founded in 1983 and operating locally in its current structure since 1992, Financial Freedom emphasizes transparency through its fee-only model, eliminating commissions and product sales to ensure unbiased advice solely in clients' best interests.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Freedom, LLC

Platform Details

Investment Preferences

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