"Providing an opportunity to help you achieve financial freedom" This is our motto because we realize our success is based on you achieving your financial goals. Freedom Wealth Advisors, LLC is a fee based registered investment advisory firm focused on creating a customized investment plan that is personalized to meet your specific investment objectives.
What We Do
As stated above we are a fee based investment advisor located in Lee's Summit, Mo. What separates us from most investment advisors is that we are dedicated to putting your interest first. We work individually with each client to develop an investment plan that meets their needs. Once the investment plan is implemented, your portfolio will be regularly monitored and reviewed to make sure the investment plan is on track to meeting your goals.
With over 20 years of investment management experience we can find a solution to help you achieve your financial goals!
Freedom Wealth Advisors, LLC ("Investment Advisor") is a Registered Investment Advisor ("RIA"), registered in the states of Missouri and Kansas. Freedom Wealth Advisors, LLC provides asset management and related services for clients nationally. Freedom Wealth Advisors, LLC will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC"), as applicable. Freedom Wealth Advisors, LLC renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about Freedom Wealth Advisors, LLC. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Freedom Wealth Advisors, LLC does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
Freedom Wealth Advisors, LLC will provide all prospective clients with a copy of our current Form ADV, Part II ("Brochure") prior to commencing an Advisory relationship. Existing clients will be receive an offer to receive a copy on an annual basis. However, at anytime, you can view our current Form ADV, Part II by clicking Contact Us to request a hardcopy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us
Investment Management Account, IRA's, Roth IRA's, Trust and Conservatorships.
SEP's, Simple IRA's, 401K's, Profit Sharing Plan and Defined Contribution Plan.
Charitable Trusts, Foundations and Endowment Funds.