As a company focused on providing high touch service to our clients, Freedom Partners has enabled us to not only deliver on what we promised but enhanced our ability to grow and provide consistency within our organization. Erik and Ryan have been a coach, mentor, entrepreneur partner, and voice of our business. Their ability to recognize obstacles, prepare us to avoid them, and to execute on a better way to do business has been invaluable. They have allowed us to come to market faster, increase our revenues, and create enterprise value by understanding our business and integrating seamlessly. They are a business partner that is irreplaceable.
—Matt Meyer, Co-Founder, The BluePrint Insurance Services
We were looking to build our own RIA; to be truly independent for the first time in our careers. We had many questions and concerns regarding the exact process to achieve our goals. Everything seemed very complicated and arduous. Freedom Partners was the solution to our frustrations. They became our strategic partners. They not only made our independence a reality, they simplified and smoothed the way. Freedom Partners walked us through every aspect of becoming independent, helped prioritized the many processes, reviewed all contracts, and most importantly addressed questions we were not even aware of. They had our back all the way and continue to take care of us so we can focus on our clients. We love being independent. Our newfound freedom brings us new energy and satisfaction with our decision, and most importantly our clients feel the same way. We highly recommend going independent and having Freedom Partners by your side.
—Mike McConnell and Mark Hayek, MPremierPartners
One of our greatest concerns before starting our own RIA was how to manage all of the operational issues, branding, HR, and marketing of our company while still doing what we love to do. Serve our clients. Freedom Partners has helped make all of that possible. They made the process of our RIA creation and management easy so our team can focus on our clients and and continue to grow our business. I can’t recommend them strongly enough for any advisor looking to start their RIA and grow their practice.
—Chris Risenmay, Partner, Cypress Wealth Services