Freedom Wealth Advisors, LLC

The firm provides investment advisory services and comprehensive financial planning as part of ongoing management to individuals, trusts, estates, corporations and employer-sponsored retirement plans. It also offers business retirement plan advisory, plan and platform reviews, and administrative support for Self‑Directed IRAs and non‑traditional investment transactions.

Accounts are managed primarily on a non‑discretionary, client‑directed basis, and the firm emphasizes diversification that includes loans, alternative assets and other non‑traditional investments in addition to traditional equities and fixed income. Before bringing loan or private real‑estate opportunities to clients the firm conducts project‑level due diligence — reviewing borrower information, collateral and documents, performing site inspections and obtaining written client acknowledgement — and provides ongoing monitoring and education on applicable IRA and tax rules.

Noteworthy aspects include the firm’s role in sponsoring or offering access to single‑purpose real‑estate LLCs and private loan participations (the firm discloses it does not charge an advisory fee on client dollars invested in those LLCs), and a focused practice area around Self‑Directed IRA administration and employer plan consulting, which are less common among peers. The brochure also discloses a 2017 consent order related to prior loan participations and that the firm’s principal holds an active insurance license, information prospective clients may consider when evaluating the firm.