Freedom Partners mission is to be the premier service provider for financial advisory firms. Freedom Partners provides hands-on support and training that focuses on enhancing and refining the people, processes, and poetry of the partner advisory firms they serve. Their goal is to increase revenue, reduce costs, and help increase enterprise value. Freedom Partners A-Z back-office support is delivered by their team of professionals that have had long-standing careers in financial services. Their experience has been in roles working closely with advisors, but also as top-tier sales representatives in client-facing sales roles. They have successfully helped build and run an RIA and have experienced the full life cycle of a firm.
Freedom Partners believes these experiences are their competitive advantage in the marketplace. Freedom Partners attributes its success to offering a transparent solution that incorporates technology but also delivers the in-office support they believe advisors want and need. Freedom Partners Co-Founders have successfully transitioned approximately $1.3 billion of assets from Wirehouse firms since 2014. Freedom Partners currently has roughly $2 billion of assets under contract. They also serve an insurance group that works with RIAs and comprehensive advisors on risk management solutions.
Freedom Partners was acquired by Lockton Affinity in August 2021. To learn more about Lockton Affinity, please visit https://locktonaffinity.com/.