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South Florida


Client-Centric Financial Guidance

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


Freedom Advisory® an SEC fee-only independent advisory firm dedicated to offering unbiased wealth management services with an unwavering fiduciary duty to act in our clients best interest.


Jeffrey Clark CFP®      

   

Jeffrey  is an enthusiastic Financial Advisor with extensive experience in all facets of investments, taxes, financial, estate planning, and relationship management. 


He is highly qualified, and brings a sincere passion for helping clients reach their financial goals and the professionalism you expect from us. 


Jeff holds an MS in Engineering Management with a Certificate in Business from the University of Florida and is a Certified Financial Planner™ practitioner.         



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




You Deserve to Work With Advisors Who:


Collaborate With Your Other Trusted Professionals

Whether it’s filing your tax return or preparing an estate plan, we understand your need to work with other trusted professionals. We’ll take the lead in coordinating with your network to ensure every decision surrounding your finances is accounted for and working in tandem with your overall financial picture.

Empower Your Financial Decision-Making

Financial literacy is not taught in grade school - meaning most people have been left figuring out their finances as they go. We take all the time we need to keep you up-to-date on what you need to know about your financial picture and well-informed about your options. We do so in order to boost your confidence and help you make healthy, educated decisions about your wealth.

Focuses on the Markets, So You Don’t Have To

Your wealth should be a blessing, not a burden. And while it’s important to understand what’s going on with your money, we’re happy to take the lead so you don’t have to. We’re here to make sure you and your loved ones are can cover your expenses today, save for retirement tomorrow and enjoy all of the moments in between.

Collaborate With Your Other Trusted Professionals


Empower Your Financial Decision-Making


Focuses on the Markets, So You Don’t Have To


Whether it’s filing your tax return or preparing an estate plan, we understand your need to work with other trusted professionals. We’ll take the lead in coordinating with your network to ensure every decision surrounding your finances is accounted for and working in tandem with your overall financial picture.

We’re Here to Worry About Your Wealth So You Can Stay Focused on What Really Matters

Your Family, Your Future & Your Passions


Start Here