James D. Freeman, MSFS, CFP®, CLTC

Freeman Financial Advisory, LLC 

 

Registered Investment Advisor

Our Mission:

With over 25 years of experience in wealth management our mission is to safely and consistently grow our clients wealth through independent, unbiased, customized solutions intended to match each client's values, principles and objectives.  We bring an unwavering commitment to personalized client service and planned simplicity.  Our advice is honest and backed by extensive knowledge and experience.

 


SPECIAL ANNOUNCEMENT:

Freeman Financial Advisory, LLC has been selected as a FIVE STAR: Best in Client Satisfaction Wealth Manager by Philadelphia Magazine! We have been featured in the November 2009 Issue, please click on the following link, to see what an honor that is:  http://video.fivestarprofessional.com/philwm2009/jamesfreeman

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Higher Education Pays, But So Will You

It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

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March 09, 2010 @ 09:19 PM

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