Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients.

🔹 Do business the way you've always wanted
🔹 Have everything white-labeled with your brand
🔹 Select from 600 models from 100 money managers including our proprietary EQIS and 3D models
🔹 Eliminate the need for operations staffing with our operational support team

To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936.

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Investment Management

Outsourcing

Freedom Advisors

Bob Herrmann

Olga Belousova

Rob G.

Chelsea Kmiecik

Jonathan Shiffer

Benjamin M. Lavine

Steven M. Daignault

Brett Rainey

The Finance Team at Freedom Advisors is responsible for managing and optimizing the company's investment strategies, ensuring financial integrity, and delivering insightful analytics. This team collaborates to analyze market trends, develop proprietary investment models, and oversee portfolio performance, all while supporting advisors with tailored financial solutions that enhance client outcomes.

Finance Team

Leadership Team

Operations Team

Finance Team

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Team members

Other teams at Freedom Advisors

Leadership Team

Operations Team