Freedom Day Solutions, LLC

EST. AUM
$615,298,373

CONTACTS

CLIENT ACCOUNTS
1,324

Firm Details

Metro area Houston
CRD Number 138962
Website freedomdaysolutions.com
Client types

Overview

Freedom Day Solutions, LLC is an independent, Houston-based SEC-registered investment adviser founded in 2006 by Ryan Krueger and Mike Catalano. The firm is built around its proprietary “Freedom Day” methodology, which identifies the point at which a client’s income streams exceed their expenses. Operating as a fiduciary, the firm provides in-house research, active portfolio management, and retirement consulting services to individuals and high-net-worth families. Its approach emphasizes a simplified, “one-page” dynamic financial plan designed to deliver clear and predictable retirement outcomes without unnecessary complexity.

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

Freedom Day Solutions, LLC

Platform Details

Investment Preferences

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Address

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