01 — The Headwaters
Comprehensive Financial Planning
Every great journey begins by knowing exactly where you stand.
Start here
Fiduciary Financial Planning
Navigate towardfinancial freedom
Guidance for the life you want, not just the portfolio you have.
02 — Steady Banks
Risk Management & Insurance
Strong banks keep the river on course when the weather turns.
Protect what matters
03 — The Long Current
Retirement Planning
A steady current that carries you through the years ahead.
Plan your retirement
04 — Gaining Momentum
Investment Management
Disciplined portfolios built around your goals and your horizon.
Review my portfolio
05 — Clearing the Channel
Tax Planning
Clear the obstacles that quietly slow your progress.
Keep more of it
06 — The Legacy Delta
Estate Planning
Where your river meets everything that comes next.
Shape your legacyWe believe financial freedomis within everyone's reach.The Freestone Philosophy
Our Approach
Three stepsdownstream
A clear, collaborative process built around your life. As a fiduciary, our guidance is grounded in your best interests.
01
Survey the Terrain
We learn your goals, your family, your business and the obstacles in your way, then build a complete picture of your balance sheet.
02
Chart the Course
We design one coordinated strategy that connects cash flow, investments, taxes, protection and legacy.
03
Navigate Together
Life shifts and so do rivers. Ongoing reviews keep your plan current as markets, goals and circumstances change.
Who We Serve
Guidance for everystretch of the river
Individuals & Families
Plan for the life you want
Whether you're building, preserving or passing on wealth, we help you see the whole picture.
Small-Business Owners
Build a business and a future
Your business and personal finances flow together. We plan for both.
Employment Support
Job offer analysis, employer benefits, stock options, restricted stock and deferred compensation.
Saving for Education
Evaluating education savings vehicles, including 529 plans, education IRAs and savings bonds.
Economic Perspective
Insight on the broader economy, asset classes and sectors, and what it may mean for your plan.
Start Where You Are
Every river beginswith a single spring
Tell us where you are and where you'd like to go. We'll follow up to schedule a no-obligation conversation.