Freedom Financial Partners LLC
Freedom Financial Partners LLC is a registered investment adviser headquartered in Oakdale, Minnesota. Founded in January 2013, the firm provides wealth management and financial planning services primarily to individuals, including high-net-worth clients, as well as business owners and affluent families. As of February 2025, the firm manages approximately $301 million in assets with a team of 9 employees, focusing on tailored advisory solutions that align with clients' personal and financial goals.
Investment Strategy
Freedom Financial Partners employs a personalized, goals-based investment approach centered on Modern Portfolio Theory. The firm conducts comprehensive reviews of each client's intentions, objectives, and constraints to formulate custom investment proposals and target asset allocations. Portfolios are typically constructed using a diversified mix of mutual funds, ETFs, and separate account strategies, with an emphasis on strategic asset allocation as the principal driver of long-term investment results. Investment recommendations balance performance potential with practical implementation considerations, ensuring alignment with each client's unique needs.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.97% | $26.2M | 42,725 | $540.82 | $612.38 | +$2.3M |
A AVUS | AMERICAN CENTY ETF TR | 8.36% | $21.9M | 201,748 | $96.95 | $108.70 | -$3.1M |
A AVDE | AMERICAN CENTY ETF TR | 7.42% | $19.5M | 246,766 | $62.70 | $78.90 | +$1.6M |
A AAPL | APPLE INC | 5.63% | $14.8M | 58,025 | $250.42 | $254.63 | +$2.6M |
V VO | VANGUARD INDEX FDS | 5.03% | $13.2M | 44,904 | $265.56 | $293.74 | +$1.1M |