With over 30 years of experience in wealth management our mission is to safely and consistently grow our clients wealth through independent, unbiased, customized solutions intended to match each client's values, principles and objectives. We bring an unwavering commitment to personalized client service and planned simplicity. Our advice is honest and backed by extensive knowledge and experience.
Freeman Financial Advisory, LLC has been selected as a FIVE STAR: Best in Client Satisfaction Wealth Manager by Philadelphia Magazine! We have been featured in the November 2009 Issue, and again in their November 2010 Issue.
Educate yourself on a variety of financial topics.
Timely Newsletters to help you stay current.
HOT TOPIC: Financial Reform May Change the Face of Finance
The Dodd-Frank Wall Street Reform and Consumer Protection Act will likely revolutionize the countrys financial system. But because the law instructs various regulatory agencies to write the rules that govern the acts implementation, it may be weeks, months, or even years before consumers understand how the changes will work, and even longer before their economic consequences are fully known.
Interest Rates: Be Ready for Anything
There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
HOT TOPIC: What's Ahead for 2010?
Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?
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1. Delivery of our form ADV Part II to you.
2. Execution of an Investment Advisory and/or financial planning Engagement Letter between clients and ourselves.
Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.