San Juan, PR
Freedom Advisory® an SEC Fee-Only independent advisory firm, serving clients nationwide backed by experience, integrity & the desire to make a difference.
Our office in San Juan, P. R. is dedicated to offering unbiased wealth management services to act in your best interest. Our collaborative team approach brings multiple, diverse experts to every detail of your wealth management and financial success.
Achieving Financial Freedom begins with connecting every piece of your financial picture together. We have specialists including CPA, CFP® and CIMA® to help you achieve financial freedom by designing sophisticated solutions that align every aspect of your financial picture with what matters most to you, connecting your short-term thinking with a long-term plan.
You Deserve to Work With Advisors Who:
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.
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.
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