Travis Freeman (CFP®)

Travis Freeman focuses in the
following client markets or areas of practice:

Alternative or Private Investments

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Planning Specialties

We help successful business executives with comprehensive financial planning needs. From private equity to estate planning to tax planning, we understand the needs of affluent executives. Our in-house estate attorneys and tax planning experts augment our team of investment and financial planning professionals to provide a holistic approach to wealth management. As a 100% partner-owned firm, we're fiercely independent and strong advocates for the fiduciary standard. With multiple offices throughout the US, we serve clients nationwide.

Click here to read more about Travis’ team at Moneta here.

To schedule an introductory meeting, please click here..

Additional Information

Travis and his wife, Marina, have identical twin boys and enjoy traveling, golf and cooking. They support numerous charitable organization, especially in the area of education. They started the Travis & Marina Freeman Family Endowed Scholarship fund at Travis' alma mater to help first-generation students afford college. Travis enjoys being a CFP to help families spend their time on what matters most during their lifetimes. He also enjoys supporting and developing his team at Moneta.