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.