$443.2M Total AUM
$0 Disc. AUM
13.1% 3Y CAGR
4 Employees
114 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- SummitInsight matrix
- Established Date
- 02-19-2002
- Office Locations
- 3
Office Locations
5 Great Valley Parkway Suite 210 Malvern PA
8044 Montgomery Road Suite 700 Cincinnati OH
-- Rochester NY
About Financial Freedom
Financial Freedom is a family-owned, fee-only fiduciary RIA providing comprehensive financial planning, retirement planning, and ongoing investment management for individuals seeking long-term financial independence. The team emphasizes disciplined, coaching-style support and builds portfolios with significant ETF and fixed-income exposure, custodied with Fidelity/NFS.
Team overview
-- AVG AGE
$147.7M AVG AUM / ADVISOR
$3.9M AVG AUM / CLIENT
16 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Zenith Atlas ember Horizon pathway Optima prime
Client Personas
Ember fusion
CRM
Peak prime
Custodian
Meridian Unison frontier Frontier delta Capital oak Vector focus North
Fund Managers
Radial
Investment Themes
Horizon insight Summit pioneer Prime prime
Investment Vehicles
Wave Crest element
Services
Pioneer crest Fusion Wave signal Legacy Signal eagle Vector signal Ember Bridge Matrix insight Pioneer wave Wave
Technology
Vital Vital
Owner & Executives
ALLEN AGLE OSGOOD JR
Chief Compliance Officer, President, Vice President
- CRD
- #4531333
- Ownership
- 75% or more
(451) 412-5469
matrix.value@primecapital.com
in linkedin.com/in/crest-frontier
ALLEN AGLE OSGOOD
Chairman, FOUNDER, Vice President
- CRD
- #2825858
- Ownership
- Less than 5%
(343) 718-4139
frontier.atlas@signalcapital.com
in linkedin.com/in/north-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
A
ANDREW JOSEPH FEDERICO III
--
- CRD
- #4860854
(782) 274-5658
harbor.eagle@horizoncapital.com
in linkedin.com/in/alpha-ember
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $443,203,000 | $566,032 |
| Total | $443,203,000 | $566,032 |
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Separately Managed Accounts
Total SMA Asset: $443,203,000
Equity - Exchange:
12.4% Public Funds:
27.2% U.S. Government/Agency:
24.1% Cash:
20.8% Corporate - Investment Grade:
15.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $332,726,164 | 12.4% |
| Public Funds | $729,850,940 | 27.2% |
| U.S. Government/Agency | $646,669,399 | 24.1% |
| Cash | $558,121,307 | 20.8% |
| Corporate - Investment Grade | $415,907,706 | 15.5% |
| Total | $2,683,275,516 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST FUSION NORTH | CATALYST VITAL | 4WZ79RC7Z | UPIWM | 4.72% | $71,213,067 |
| PIONEER BRIDGE | FUSION VECTOR | SPSFETEKQ | JLJLN | 11.93% | $48,231,187 |
| INSIGHT VALUE BEACON | RADIAL FOUNDATION | 6AK2U79ZI | HJS | 8.23% | $30,508,175 |
| FUSION CATALYST FOUNDATION | TIMBER FOCUS | AE8ED1B23 | GCHL | 10.65% | $65,319,256 |
| RADIAL SUMMIT | ELEMENT LEGACY | AHUG2JB5Z | JUZRG | 2.58% | $69,855,079 |
| RIDGE CATALYST | MOMENTUM FOUNDATION | 1EXM69R5C | CNXIH | 2.75% | $71,297,624 |
| PEAK HORIZON INSIGHT | OPTIMA PATHWAY | 8Y1A1JR07 | BUXFT | 3.79% | $108,840,612 |
| HARBOR MATRIX | GLACIER MOMENTUM | COCP31BWN | LAS | 5.38% | $78,266,454 |