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Freedom Financial Advisors LLC

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Freedom Financial Advisors LLC

Mission statement:

We are committed to helping you find financial peace and prosper !

Overview:

As Financial Advisors, CPA's, CFP's and Investment Advisor Representatives* with HD Vest Investment Servicessm, we have been working with individuals and multiple generations of their families for years.

Each of our advisors has extensive personal and professional experience in matters of estate planning, income taxes, investment advisory*, insurance*, accounting, retirement planning, elder care and wealth management.

Many hold professional designations, and are qualified representatives licensed to offer a variety of investment* and insurance* products.

one of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.

We’re looking forward to using our expertise to help you.

History:

Founded in 1997 by David Workman, CPA, PFS, Managing Partner.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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