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 Leadership Team at Freedom Advisors is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments. They oversee critical functions such as financial management, operations, investment strategy, and marketing initiatives. By fostering a collaborative environment, the team drives innovation and enhances service delivery to empower advisors in achieving their business goals.

Leadership Team

Finance Team

Operations Team

Leadership Team

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Team members

Other teams at Freedom Advisors

Finance Team

Operations Team