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EXPERIENCE YOU CAN TRUST

About Us

Putting Your Future First

At Freedom Financial Planners, we believe true wealth is about more than numbers—it’s about doing what you want, when you want, while thriving. We create personalized financial strategies that unlock possibilities and empower you to build the future you envision. From our first consultation to putting your plan into action, we guide you every step of the way, helping you achieve lasting financial freedom. Whether you’re preparing for a big life change, focused on growing your wealth, or aiming for long-term security, our team will be there to guide you at every step.

Putting Your Future First

At Freedom Financial Planners, we believe true wealth is about more than numbers—it’s about doing what you want, when you want, while thriving. We create personalized financial strategies that unlock possibilities and empower you to build the future you envision. From our first consultation to putting your plan into action, we guide you every step of the way, helping you achieve lasting financial freedom. Whether you’re preparing for a big life change, focused on growing your wealth, or aiming for long-term security, our team will be there to guide you at every step.

Our team

Meet Your Financial Advisors

Our team

Meet Your Financial Advisors

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Joshua Potts

SmartVestor Pro | Financial Advisor

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Paul Harris

Financial Advisor

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Austin Bain

Financial Advisor

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Jake Williams

Financial Advisor

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Mason Foster

Financial Advisor

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Michael Plummer

Financial Advisor

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Andrew Falk

Financial Advisor

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Keagan Dipietro

Executive Assistant

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Andrew Falk

Financial Advisor

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Keagan Dipietro

Executive Assistant

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LOCATION

2025 Lakewood Ranch Blvd, Unit 102

Bradenton, FL 34211

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, AK, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WI, and WY. Cambridge and Freedom Financial Planners are not affiliated.

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