Our Team

Our small team of highly-trained financial service professionals are here to work towards every aspect of your Lifetime Retirement Planning needs. This is the least we can do. This is the most basic cost of doing business in our field. More importantly, we are here to exceed your client service expectations; to treat you as a valued member of our boutique firm’s family of clientele, not just as a file of assets to manage.

If you want to know what drives Freedom Financial, we think it’s conveyed most simply in our Statement of Purpose: “To be North Pittsburgh’s premier source for LifeTime Income Planning strategies, while providing outstanding client service and promoting positive client relationships.” To be able to serve every client well, we can’t serve everyone. We provide comprehensive wealth management services perfectly suited for those Pittsburghers who are planning their futures after retirement.

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