About Us

What's important to you
is what drives us.

Why clients work with us.

At Freeman Wealth Management, our mission is to help you use your financial resources to achieve what’s important to you. Whether you want to retire early, leave a legacy for your children, have the confidence of knowing you won’t outlive your money, or support causes that matter to you, we’re solely committed to helping you achieve your goals.

While our mission is fairly straightforward, we believe our methods, expertise, and technical abilities set us apart from other advisors. Here are just a few examples:

We build synergistic teams.

We have the technical ability to establish real synergy among all your advisors — CPA, Estate Lawyer, Actuarial Team, and others — to ensure we’re all working together on your behalf. In other words, the right hand will know what the left hand is doing, and that creates a lot of value for you. In addition to creating synergy among your professional advisors, we also help create greater financial collaboration between spouses, which can help couples work more closely together to achieve their goals.

We are honest.

When it comes to managing your money and securing your future, you want and deserve honesty. At Freeman Wealth Management, we tell you the downside of a proposed strategy, we disclose any hidden fees, we explain everything — good and bad. Because then, and only then, can you make informed decisions, gain financial clarity, and have confidence about your money and your future.

We keep you accountable.

We consider ourselves your “friendly accountability coach” who regularly reminds you to take steps to adhere to your plan and protect your future. For example, we will remind you periodically to reach out to your estate planning attorney to keep your important documents updated. Because, as your financial partner, it’s our job to keep you on track, so that’s exactly what we do.

We avoid mistakes.

Comprehensive financial planning can be very complex, especially for high-net-worth individuals and families. Unfortunately, many advisors lack the experience or determination to make sure they are protecting their clients and maximizing opportunity. For example, failure to do proactive tax planning can cost clients hundreds of thousands of dollars. At Freeman Wealth Management, we explore every possible way to minimize taxes and fees and maximize earnings and savings for our clients. We leave no stone unturned, which means we likely avoid what could be costly mistakes.

We establish expectations.

Again, honesty is at the core of everything we do. And that means establishing clear expectations for one another. For example, we promise to provide value to you that far exceeds what you pay us for our services, and we want this to be defined and achievable. Truth is, our goal is always to exceed your expectations, and we can only do that when our mutual expectations are clearly defined.

Powered by RFG Advisory

Through our partnership with RFG Advisory, a professionally managed hybrid Registered Investment Advisory (RIA), we’re able to put truly innovative resources to work for you.

Our relationship with RFG gives us access to a wide range of investment options so we can find the exact products and services for your needs. What’s more, your portfolio is tailor-made in Bluemonte, RFG’s robust, institutional-caliber investment platform. This gives us tremendous flexibility to invest your assets, facilitate transactions, make distributions, provide comprehensive monthly statements, and manage your assets in line with your financial goals.

We’re extremely proud of our relationship with RFG Advisory, which has been widely recognized by the financial services industry for its excellence and forward thinking and the power it gives us to serve you better and help you prepare for a rewarding financial future.

RFG Awards

  • Forbe's Top 100 RIA Firms
  • Award Winner 2022
  • RIA Channel Top 50 Wealth Managers by Growth Assets 2022
  • WSR Pathfinder Awards – Top Women Leaders in Wealth Management 2022
  • InvestmentNews Best Places to Work for Financial Advisers 2022
  • Women in Asset Management Award Series
  • ThinkAdvisor Luminaries 2021 Thought Leadership & Education
  • InvestmentNews Icons & Innovators
  • Best and Brightest Companies to Work for in the Nation 2021
  • 2020 & 2021 Industry Awards
  • Financial Times Top Financial Advisers 2020
  • Money Management Institute Barron’s Industry Awards
  • InvestmentNews Women to Watch

Investment Options

Charles Schwab
Learn More About Our Approach

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