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Freedman Capital Advisors, LLC is an independent, fee-only investment advisory firm.  We provide comprehensive financial planning and customized portfolio management solutions that are designed to help each client meet his/her distinct investment objectives. 

As a registered independent advisor, we take our fiduciary duty seriously, and are committed to putting the needs and interests of our clients above our own at all times.  Our advice is always objective and unbiased.  It is important to note that: 

  • we are neither stock brokers nor insurance agents

  • our firm is not affiliated with any other financial organizaton

As such, our judgment is never compromised by sales incentives/commissions from brokerage firms, insurance companies, or mutual funds. 

We specialize in working with individuals who demand straightforward and impartial investment advice from a firm that is committed to helping them build and protect their wealth.