About Us

Who We Are & Our Pledge To You

Free Market Financial is a fee-based registered investment advisor firm. Our registration establishes our company in the minority of advisors that are required by law to provide you with a fiduciary standard of care: this is the highest legal duty that a planner can provide to their clients.

Before making recommendations, we must first put ourselves in your shoes and ask the question if we would make the same recommendations for ourselves and our family.

We are unwavering in our commitment to bring you the highest standards in wealth accumulation and retirement income distribution models as well as tax efficient estate transfer strategies.

We pledge the following to you:

• To always do what is in your best interest. We will conduct our business according to the highest standards of integrity, honesty, and fairness.

• We believe that retirement minded investors are the backbone of our society. Your lifetime of hard work and sacrifice has shaped the comforts of America that we now all enjoy. We will care for you and your family’s financial future as we do our own, because we realize that your goals and dreams are every bit as important to you as ours are to us. Thank you for your sacrifice.

• We believe that managing risk is the first and most critical step to ensuring your long term successful investment experience. We will help you determine your risk capacity first, and then design a risk-calibrated investment portfolio to optimize your performance expectations.

• We believe that Free Markets Work! And as such, we will teach these concepts firmly grounded in 50 years of Nobel Prize winning research as the basis for prudent management of your portfolio. Our goal is to assist each client in developing a broadly diversified portfolio that delivers global market returns with reduced risk.

• We want to build a life long relationship with you, one person at a time, by creating a first class experience that causes you to want to share the quality of advice and service our company provides you with your closest friends and family.

• We believe in consumer advocacy and education. Our goal is to have a trusted relationship with you. We are committed to providing you ongoing high quality educational material through our one-on-one meetings, group informational seminars, client continuing education series and our technology driven website.