Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients.

🔹 Do business the way you've always wanted
🔹 Have everything white-labeled with your brand
🔹 Select from 600 models from 100 money managers including our proprietary EQIS and 3D models
🔹 Eliminate the need for operations staffing with our operational support team

To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936.

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Investment Management

Outsourcing

Freedom Advisors

Freedom Advisors' headquarters in Hartford, CT, United States

Bob Herrmann

Benjamin M. Lavine

Steven M. Daignault

The Leadership Team at Freedom Advisors is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments. They oversee critical functions such as financial management, operations, investment strategy, and marketing initiatives. By fostering a collaborative environment, the team drives innovation and enhances service delivery to empower advisors in achieving their business goals.

Leadership Team

The Finance Team at Freedom Advisors is responsible for managing and optimizing the company's investment strategies, ensuring financial integrity, and delivering insightful analytics. This team collaborates to analyze market trends, develop proprietary investment models, and oversee portfolio performance, all while supporting advisors with tailored financial solutions that enhance client outcomes.

Finance Team

The Operations Team at Freedom Advisors is responsible for overseeing the seamless execution of portfolio management services and operational support for advisors. They manage day-to-day operations, ensure efficient workflows, and enhance service delivery, allowing advisors to focus on client relationships while maintaining a high standard of performance and compliance. This team acts as the backbone of the organization, enabling a streamlined and white-labeled approach to operations.

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Freedom Advisors

Org chart

Teams

Leadership Team

Finance Team

Operations Team

Offices

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Freedom Advisors

Org chart

Teams

Leadership Team

Finance Team

Operations Team

Offices

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