Financial Freedom, LLC

We provide our clients with FEE-ONLY Wealth Management Services which includes Comprehensive Financial Planning and Investment Management Services.  For those clients considering retirement our key question is:  As nearly as you can tell, are you going to outlive your money, or is your money going to outlive you?

How Do We Get Paid / Our Retainer Approach

As NAPFA members, we are FEE-ONLY Financial Planners, compensated solely on the basis of fees paid by our clients.

Most investment managers, who provide only investment management, charge fees based on a % of assets.  We utilize a retainer approach in establishing fees.  Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management.

Two Very Important Arrows In Our Quiver

We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals and objectives.

Annual Performance Evaluation

Each year we provide our clients with a Wealth Management Services evaluation package.

See our website for more information on our qualifications and what differentiates us versus the competition.


Advisors at this Office


This Office

5 Great Valley Pkwy Ste 210 Malvern, PA 19355-1426 Phone: (800) 503-9500 Fax: (800) 503-9580

Primary Office

2661 Commons Blvd Beavercreek, OH 45431-3704 Phone: (937) 458-3661 Fax: (866) 697-6410

Other Offices

6151 Lake Osprey Drive, Third Floor Sarasota, FL 34240 Phone: 800-503-9500 Fax: 800-503-9580
8044 Montgomery Road, Suite 700 Cincinnati, OH 45236 Phone: (513) 697-6400 Fax: (513) 697-6410
5 Great Valley Pkwy Ste 210 Malvern, PA 19355-1426 Phone: (800) 503-9500 Fax: (800) 503-9580