“What then is freedom? The power to live as one wishes.”
– Marcus Tullius Cicero
History
We started Freedom Wealth Partners in 2012 because we wanted to do something different for our clients and our families. After a decade of experience in a fast-paced Wall Street firm, we wanted to help our clients at their own pace.
Since the beginning, we have taken a personal approach to help our clients.
Lead the Life You Imagine
We founded the company with the intent of providing sound financial advice to clients who were willing to share their journey with us. We know that each client has a unique set of goals, and we work hard to develop strategies that have the end goal in mind. True wealth means the freedom to lead the life you imagine. Freedom to pursue your dreams. Freedom to leave a legacy. We take pride in knowing that we have helped so many seek the future they once thought impossible.
We have supported hundreds of families by being readily available to analyze our way through whatever your life’s journey may bring. From saving for and transitioning into retirement, college expenses, acquiring life insurance, evaluating job offers, advising on major purchases (homes, cars, boats, engagement rings), and estate issues, we’ll guide you through it.
Philosophy
Integrity. Leadership. Passion. More than mere words to
us, these are the core values on which our firm was founded.
Integrity
We understand the responsibility of managing your assets and providing you with financial guidance as you strive for your goals. We strive to embody the creed of the US Naval Academy, learned by Founder, Kary Brownlee, during his time there. Our mission is to serve our clients “with the highest ideals of duty, honor, and loyalty…”.
Leadership
Our role, as experienced professionals, is to provide you with the leadership and guidance to stay on course through the trials and tribulations you may encounter. We will create a vision of your future, develop a road map to get there, and take action to keep you on course.
Passion
We strongly believe that success comes from following your passion with enthusiasm. We enjoy working with individuals and families who share our passion for life and success.
Freedom Wealth Partners serves a wide variety of clients from all walks of life. We serve individuals and families who share our philosophy and embrace a fulfilling lifestyle.
Whatever financial concerns are on your mind, our blog, Free Thinking, provides helpful insights and ideas for navigating the financial world. We’re glad to have you reading along.
Whether you’re ready to pursue financial freedom or still have questions, our team is here to help. Contact us using the box below to get started.
