Freedom Advisory® is a registered investment advisory firm based in San Juan, Puerto Rico, also registered in Illinois and Florida. We advise individuals, families, professionals, profit sharing plans, entrepreneurs, small businesses, corporations, trusts and estates.
We understand your goals, dreams and reasons for investing while managing your comfort with risk versus return. We look beyond your investments to incorporate a complete wealth management approach that includes tax planning, retirement saving and spending advice, and estate planning while acting as a behavioral coach to keep your investments aligned with your financial objective.
Freedom is a fee only open architecture advisor that respect the earned trust from our clients centering on fiduciary duties to you while delivering exceptional independent financial services.
CNBC selected Freedom Advisory, LLC in 2015 as one of the Top 100 Wealth Management Firms of the United States