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About Us
Freedom Financial Advisors
Is an Independent Registered Investment Advisor Firm. The combined talent and experience from the Investment Advisors within the firm totals over 100 years.
We provide investment advice to medium to high-net-worth clients, as well as Institutional Plan Consulting. Whether advising an individual client or an Institutional client, our Investment Advisor is acting in a Fiduciary capacity, and so held to a higher standard of conduct than Registered Representatives or Financial Advisors.
The Fiduciary standard mandates that the Registered Investment Advisor must unconditionally put the clients’ best interests ahead of their own, regardless of the circumstances. We take that role very seriously. To us, this is so much more than a legal requirement. It is something that we take great pride in and are honored to be a trusted resource for our clients. Registered Investment Advisors are regulated by the Securities and Exchange Commission and the West Virginia State Securities Commission.”
“It's not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for."
communication is key
Making a Start
At Freedom Financial Advisors all of our Investment Advisors are members of the Million Dollar Round Table, the highest achievement you can receive in the financial and institutional business for production and ethics. With over 100 million dollars of retirement assets and our combined years of experience, we qualify as one of the most experienced, educated, and qualified firms surrounding us.
We are also a fiduciary, meaning we must always do what is in the client’s interests only, not best interests, as most insurance companies, brokerage firms, and banks operate under. We provide a complete range of institutional, and private clients, including corporate retirement plans, healthcare organizations, state, and local governments, to medium and high-net-worth clients.
