Freedom Financial Partners LLC

Freedom Financial Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission since January 2013. Co-Presidents John Schwalbach and Trev er Christian manage the firm, which had $300,858,365 in discretionary assets under management as of December 31, 2024. The firm offers tailored investment portfolios, financial planning services, and retirement plan consulting. Clients receive personalized investment advice based on their financial goals, risk tolerance, and liquidity needs. Freedom Financial utilizes a mix of mutual funds, ETFs, and separate account strategies, guided by Modern Portfolio Theory. The firm charges a maximum advisory fee of 1.50% based on assets under management, with fees paid quarterly in advance. Clients may impose restrictions on investments, and the firm may use sub-advisers for balanced portfolio management. Freedom Financial does not offer performance-based fees and provides services to individuals, high net-worth individuals, and pension and profit-sharing plans with no minimum account size requirement. The firm maintains investment discretion over client accounts and has a Business Continuity Plan in place to ensure operational continuity in various disaster scenarios. Clients' privacy is protected, and they have the right to limit the sharing of their personal information.