Proactive financial planning to secure your future.

When it comes to your financial goals, intentionality, focus, and a partner to help you get there are vital. Our lives are always changing, and so does a financial plan. We partner with clients and their families to bring them highly personalized proactive planning, honest advice, and dedicated service to help them reach their financial goals.

Let’s Talk

We believe in proactive planning.

Planning for your financial future is one of the most important things you can do, and we'll be honest, it's a never-ending process because life is constantly changing. We have to be proactive in our planning process so that we can handle whatever life may throw our way.

As your trusted advisor, we’ll do so much more than just manage your investments. We offer boutique, highly-personalized service to help you reach your financial goals, working with your team of trusted professionals to understand the full picture of your financial future.

Who We Work With

At Freeman Wealth Management, we have specialized experience in working with:

  • Independent Women
  • Medical Specialists
  • High-Net-Worth Individuals and Families
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Get started on your journey
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Get in touch with
Freeman Wealth Management.

Contact Us Today
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Start your journey to securing your financial future.


Build Your
Financial Roadmap

A complimentary meeting that delivers great value. You’ll see what it’s like to work with us without obligation to continue.


Create Your
Comprehensive Plan

We’ll develop a plan with action steps to ensure you meet your goals before and during retirement.


Implement and Adjust
the Plan as Needed

Unlike most advisors, we provide the type of ongoing and proactive planning you require to keep you on track at all times.

Schedule a Call with Patrick