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Why Us?

Why FWA?

Let’s keep it simple. We strive to make your life easier, more fun, and more profitable. Imagine this…
  • You service your clients more effectively and do it in half the time it takes you today.
  • You have a dedicated support and marketing team that enables you to deepen and leverage your best client relationships.
  • Your client service activities are automated and delegated so you can focus on personalizing the client experience.
  • You have an integrated technology platform that uses objectively selected service providers — not proprietary homegrown systems.
  • Your ops team uses an efficient and fully customizable workflow system in order to prevent items from falling through the cracks.
  • You have complete confidence in your support team, which leaves you with time to work “on the business” and not just “in the business.”
You’re not dreaming. All this and more is available today at Freedom Wealth Alliance.
Joining an Independent RIA Firm. The Freedom Wealth Alliance team is focused on your success.
  • This firm maintains the highest standards, constantly striving to be the best of the best without sacrificing their integrity or core beliefs.

    Paul Serdynski, CFP
  • The key to independence isn’t running your business all on your own – but running it on your own terms. Freedom Wealth Alliance offers the flexibility, ownership, and control I want with the understanding that advisors own their book of business. To Live Well~Live Free is not just reserved for clients, it embodies the culture of the firm and its commitment to the advisor’s success.

    Adrian Zilvetti, Senior Vice President
  • In one word, “progressive” describes Freedom Wealth Alliance. This is my dream firm; a cohesive unit of advisors and support team driven by high ethical standards, and access to automated procedures to ensure I remain on top of my game in a way that gives me a good quality of life balance.

    Darren Liberski, Financial Advisor
  • I really enjoy the team concept in coming in to the office and sharing ideas with people of all different specializations within our industry. Additionally, the independence of owning my own practice while enjoying the benefits of a larger structure means a lot to my own business development and life balance.

    Shawn Hittman, Financial Advisor
  • I challenge anyone to find a better environment to grow their business, the right way, without sacrificing their freedom or quality of life.

    Shannon Smith, Vice President

Out of the Ordinary

Freedom Wealth Alliance is not your ordinary advisory firm. You don’t have to worry about marketing, operations, portfolio management, managing staff, or day-to-day operations. We do that for you. We take the burden of running the business off your back so you can spend your time doing what you do best and love the most. If that means spending more time with your clients and prospects, you can. If that means spending more time with your family, just do it. We free up your time and then you decide what to do with your newfound freedom. We’re not for everybody but for those who fit, there’s no better home than Freedom Wealth Alliance.

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