Freedom Wealth Partners is an independent, client-focused financial planning and wealth management practice dedicated to helping people pursue their goals and define financial freedom for themselves. The firm develops personalized strategies and works with internal and external professional partners to support clients through changing financial needs and life stages.

Its services include financial planning, wealth management, investment and retirement strategies, retirement plans, business financial solutions, insurance and annuities, and private investments. The practice serves professionals, pre-retirees and retirees, business owners, young professionals, medical professionals, and government and union employees.

Freedom Wealth Partners guides clients through a four-step process: an introductory conversation, a discussion of their goals and concerns, preparation of a plan with recommended strategies, and implementation followed by regular reviews. Strategies may be adjusted as clients’ circumstances, priorities, or market conditions change. Based in Jericho, New York, the firm offers complimentary consultations for people interested in discussing their financial plans. Securities and investment advisory services are offered through Osaic Wealth, Inc.; the firm also provides insurance services.