facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Freedom to Decide

What Your Financial Future Will Look Like

Let's Work with Your Financial Dreams!


Are Your Financial Goals Aligned with

Your Time Horizon and Financial Reality?

Holistic Financial Planning & Investment Management

Florida | Puerto Rico | U.S. Virgin Islands

Discover Our Difference

 

Our Team of Experienced Financial Planning Professionals Strive To


Long-Lasting Client Relationships San Juan, PR Freedom Advisory, LLC

Foster Long-Lasting Client Relationships

With a prudent approach

Entire Financial Picture San Juan, PR Freedom Advisory, LLC

Address Your Entire Financial Picture

With transparency and honesty

Explain our Financial Strategies San Juan, PR Freedom Advisory, LLC

Explain Our Financial Strategies

With your understanding & simplicity in mind

Client-Centric Financial Guidance

Backed By Experience, Integrity & the Desire to Make a Difference

We’re Freedom Advisory, LLC. A fee-only, independent advisory firm dedicated to offering unbiased wealth management services with an unwavering fiduciary duty to act in your best interest.



How Can We Help Optimize Your Financial Future?

Our Services Include:

Financial Planning & Consulting San Juan, PR Freedom Advisory, LLC

Financial Planning & Consulting

Retirement Planning San Juan, PR Freedom Advisory, LLC

Retirement Planning

Tax Planning San Juan, PR Freedom Advisory, LLC

Tax Planning

Investment Planning San Juan, PR Freedom Advisory, LLC

Investment Planning

Insurance & Estate Planning San Juan, PR Freedom Advisory, LLC

Insurance & Estate Planning

Investment Management San Juan, PR Freedom Advisory, LLC

Investment Management


Learn More