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Multiple Options

  1. Count The Ways! There are multiple ways that Freedom Wealth Alliance can work with you. Our goal is to provide you with what you need, when you need it. Whether it is full service, comprehensive financial planning and investment management, retirement plan services for businesses and plan participants, or just one individual service, we have many options to serve you the way you want and need. Find out more today.
  2. Count the Services! Not only do we have multiple partners in broker/dealers, LPL Financial and Charles Schwab, but we have multiple specialty partners to serve your retirement planning needs, life insurance, estate planning, and philanthropic endeavors. In addition to the multiple ways we can partner with you and the multiple providers we are in partnership with for you, Freedom Wealth Alliance is a Registered Investment Advisory Firm held to the Fiduciary Standard of Care for advisory clients. Visit our Fiduciary page to learn more! 

We don’t believe in a one-size fits all approach to financial services for individuals and closely held businesses. Our customized, tailored to you fit, combines multiple options for partnering with us and a plethora of highly specialized services at your fingertips. Read on to experience the difference partnering with Freedom Wealth Alliance could make in your financial life!