FreeMind Financial Advisory
is a registered investment adviser and financial planning firm founded to help individuals, families, and businesses secure their future. We are a fee-only fiduciary dedicated to always putting client interests first.
Built to challenge the status quo with...
tech-forward financial tools and apps
tech-forward financial tools and apps
tech-forward financial tools and apps
a seamless onboarding experience
tech-forward financial tools and apps
tech-forward financial tools and apps
fully independent financial advice
an emphasis on teaching, not telling
an emphasis on teaching, not telling
an emphasis on teaching, not telling
an emphasis on teaching, not telling
an emphasis on teaching, not telling
Financial Services
Asset Management
Financial Planning
Financial Planning
Managed accounts with investment selection and monitoring. Get personalized attention to help you pursue your financial goals
Individuals | Families | Businesses
Financial Planning
Financial Planning
Financial Planning
A simplified approach to budgeting, debt, investments, retirement, education, and risk management. An easier way to build the future you desire
Individuals | Families
Estate Planning
Financial Planning
Advisor Fee Reduction
Use personalized strategies to minimize taxes, avoid probate, and maintain control over your family's future. Plan and protect the legacy you've built
Individuals | Families
Advisor Fee Reduction
Retirement Plan Services
Advisor Fee Reduction
Are you working with another financial advisor? Great! Let us negotiate a reduced fee for you. You don't pay unless we save you money
Individuals | Families | Businesses
Retirement Plan Services
Retirement Plan Services
Retirement Plan Services
A fiduciary-level service for the implementation and management of your business retirement plan. Simplify your workplace retirement savings plan
Businesses
Financial Consulting
Retirement Plan Services
Retirement Plan Services
Thoughtful assistance on all financial-related decisions, from transfers to portfolio reallocations. Have confidence in your financial decisions
Individuals | Families | Businesses
Our Partners
Client logins available with each partner
Built with tech-forward financial tools, FreeMind can deliver a seamless onboarding experience, lower fees, and help you secure your future, today.
Click on any logo above to see how we work together to improve client advice.
We help individuals, families, and businesses secure their future.
Serving clients nationwide from Long Island, NY.