Our Firm

Here at Freedom Point Financial, we believe in providing our clients with the best in class, scientific-based wealth management solutions and comprehensive financial planning available. We will be your life-long partners and act as your personal CFO to help you manage various financial complexities in your life; from wealth management, to tax, estate, risk management (life and disability), lending and banking needs.

With a legacy of over 30 years in the financial services industry, our family-owned and operated firm stands as a testament to our unwavering commitment to excellence. Leveraging Dimensional Fund Advisors' principles, we are committed to providing you with the highest standard of wealth management and comprehensive financial planning, while utilizing this long-standing, academic and evidence-based approach in all we do.

Our focus extends beyond wealth management to encompass tax strategies, estate planning, risk management (life & disability), and banking solutions. We believe in building lifelong relationships with our clients, ensuring that we continuously adapt to meet your evolving needs and aspirations.

When you choose Freedom Point Financial, you gain access to our expertise in navigating the complexities of wealth management. Together, we will unlock the boundless opportunities that await you, laying a solid foundation for your enduring financial strength. Experience the scientific-based approach to investing with us and embark on a journey towards financial mastery.