Harlan Freeman (CFA, CFP®, MBA)

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

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Our services can cover just about any financial matter arising in your life.  We work comprehensively and like to be considered your personal CFO.  If a decision has financial implications on your life, we are more than pleased to work on the issue.  The following areas are those that we most frequently address:

  • Executive Compensation & Benefits
  • Cash Flow Management
  • Retirement Planning
  • Investments
  • Estate Planning
  • Insurance
  • Education Planning
  • Tax Planning & Preparation


Additional Information

Throughout my 30 year career I have served as a financial problem solver for both individuals and businesses.  I began my career with Arthur Andersen and spent five years in public accounting as a CPA.  I subsequently attended the Booth Graduate School of Business at the University of Chicago where I studied Nobel Prize winning investment strategies developed by the school's professors and used today by renowned mutual fund company, Dimensional Fund Advisors and others.  After my graduate studies I worked with small and mid-sized privately owned businesses that I advised on various financial issues, including exit strategies and business acquisitions.  

Outside of my professional career, I became a resource for friends and family seeking tax and other personal financial advice.  In 2014 I chose to focus my career full-time on personal financial planning and wealth management.

In my spare time I enjoy playing golf, attending Chicago’s many local theater productions and attending to the demands of my 14 year old yellow lab, Charlie.   

NAPFA Start Date

August 27, 2015


This Office

7394 Modena Drive Boynton Beach, FL 33437-6079 Phone: +1 (872) 249-9300