Freedom Wealth Planning Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Freedom Wealth Planning operates in the financial services sector, offering a disciplined financial planning and investment process designed to help clients understand the impact of their decisions before acting. The firm emphasizes listening to clients' goals and concerns to tailor plans that align with what matters most to them, serving affluent families, business owners, public figures, executives, and companies across more than 30 states. Based in Columbia, Missouri, the organization provides advisory services through NewEdge Advisors, LLC, and positions itself as a resource focused on education, clear communication, and ongoing plan adjustment as life changes. Founded in 2009, the business frames its work around a comprehensive suite of investment management and wealth planning solutions, with an emphasis on keeping clients' interests paramount.

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