Investment Philosophy


Customized Wealth Management for Your Needs

Freedman Capital Advisors, LLC is a registered investment advisor. In addition to comprehensive financial planning and investment consulting, our firm also provides reasonably-priced professional portfolio management services.

As a boutique provider of private wealth management services for individuals, families, non-profits, and other organizations, our primary goal is to provide objective investment advice to those who lack access to qualified money management professionals. We pride ourselves on our ability to listen to each client’s specific needs so that any investment advice rendered by our firm is appropriately aligned with any previously articulated long-term financial goals.

At Freedman Capital Advisors, LLC we recognize that everyone’s financial situation is unique. Consequently, we believe it’s important to develop a personalized wealth management strategy for each client. Since we don’t believe in a cookie-cutter approach to asset management, our clients receive investment advice that is specifically tailored to their particular circumstances.