Meet the independently owned advisory team dedicated to helping you achieve your work-optional lifestyle
We are a wealth advisory firm, primarily for a select group of successful families and top-of-their-field professionals who aspire to a work-optional lifestyle. Unlike large institutions bound by proprietary product requirements, we maintain fiduciary responsibility to act in your best interest — always.
Our independence means no pressure to recommend products that benefit our firm over your wealth. We choose partners — CPAs, estate attorneys, insurance carriers — based solely on fit and quality, not revenue-sharing arrangements.
Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. Markets shift. Tax codes evolve. Your targets and missions change as your life unfolds.
That is why we reject one-size-fits-all approaches. Independence is not just our structure — it is how we think.
Freedom Wealth Planning was born out of the desire to find a smarter way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your wealth plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the Freedom FORMula, helps you pursue your financial independence.
At Freedom Wealth Planning, we recognize that we are not all things to all people; we are all things to some people. Our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for. In doing that, we are able to provide an elevated client experience keeping all the pieces of each client’s individual financial plan in place.
If you are seeking transactional advice, passive management, or low-touch digital planning, we are transparent: we may not be the best match. But if you value deep engagement, candid counsel, and a collaborative voice alongside a wealth advisory team that prioritizes your long-term targets and missions, you have found your partners.
Freedom Wealth Planning provides panoramic wealth planning to clients who value advice, in a deeply engaged environment, with a sincere and collaborative voice. We provide our clients with confidence and purposeful direction for their future through a process called the Freedom Formula.
That is why we work closely with your existing advisors — CPAs, attorneys, insurance specialists — rather than positioning ourselves as replacements. Your team grows stronger when your advisors communicate
At Freedom Wealth Planning, we help individuals, families and business owners achieve clarity and confidence in every
stage of life. Through our Freedom FORMula, we provide a thorough and proactive planning experience that aligns wealth
with values, balances today’s needs with tomorrow’s targets, and prepares for the unexpected. From estate strategy and tax planning to financial independence and risk mitigation, our dynamic approach adapts as life evolves—so your family’s plan grows with you.
These five principles guide every decision we make and every recommendation we offer:
01
Everything flows from your most important relationships and beliefs. We design strategies that honor your values, not ours. Your targets and missions are personal — and we treat them that way.
02
You deserve truth, even when it is uncomfortable. We tell you what we think, not what you want to hear. If a strategy will not work, we say so. If a market downturn warrants course correction, we discuss it proactively.
03
We own our recommendations, our performance, and our service. You have recourse. We stand behind our work with transparency and follow-through — always
04
Success belongs to our clients, their families, and the professionals we have partnered with over decades. We celebrate milestones together and acknowledge the privilege of being entrusted with your financial life.
05
Growing relentlessly, staying focused and driven, and taking immediate action with a do-it-now mindset. We anticipate. We plan scenarios. We stay ahead of tax code changes, market cycles, and life transitions — so you do not have to wonder "what if?"
Our diverse expertise spans wealth planning, tax strategy, advanced estate structures, insurance solutions, operations, and client experience. Yet we operate as one — unified by shared values and a single mission: your financial freedom.
Jared coordinates the wealth planning process and helps identify your targets, recognizing some of those targets will change as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, the Freedom Formula.
Gina helps high-earning professionals and business owners protect, grow, and move their wealth with purpose. Using a planning style that reflects resilience, focus, and a commitment to well-structured outcomes, she focuses on tax-efficient strategies, long-term planning, and helping clients build clarity around what’s next.
Taylor assists advisors in the implementation of sophisticated strategies encompassing wealth planning, tax mitigation, estate structure, and insurance solutions for our esteemed high-net-worth clientele. Her small-town roots inspire her commitment to build deep relationships and deliver personalized service to clients.
Payton provides comprehensive operational support to our Wealth Advisors and assists with the firm’s Employer Sponsored Retirement Plan operations. His passion for helping clients achieve their financial targets is deep-rooted, and he is committed to helping ensure the delivery of an exceptional client experience.
Bill has nearly two decades of experience in the insurance industry working closely with financial advisors in the BGA space while developing deep expertise in carrier selection, product design, and underwriting. He leverages that expertise to provide thoughtful, customized insurance solutions to clients.
Lorna plays a critical role in keeping operations running efficiently while ensuring clients receive a seamless, elevated experience at every stage of their financial journey. She balances her time leading client-focused initiatives while providing high-level executive support and anticipating priorities to keep the firm moving forward.
Freedom Wealth Planning offers advisory services through NewEdge Advisors, LLC, a registered investment adviser. That relationship gives our clients access to institutional-quality investment resources and a national platform, while preserving the personal, relationship-driven experience that has defined our firm.
A very important feature of our proprietary process, the Freedom FORMula, is partnering with like-minded CPAs and Attorneys. We recognize that for a financial plan to be complete and sustainable it must also address issues around tax planning, risk and debt management, and estate and legal concerns. Our partners are a key part of the process and ultimately help our clients reach their full potential around financial independence. When appropriate, we may collaborate with other qualified professionals. This coordination is intended to support your overall financial strategy and help you work toward your long-term financial and lifestyle targets.
If this philosophy resonates — if you are ready to move beyond transactional advice toward a deeply engaged partnership — we would welcome a conversation.
You can also reach us directly at
We look forward to hearing what freedom means to you.
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