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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Financial Freedom Wealth Management Group

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United States
Newport, OR
Financial Freedom Wealth Management Group

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We're a wealth management and financial planning firm with four offices across Oregon, serving clients in 46 states. Our commitment?

To care deeply about you and your financial life. Text or call us for a complimentary consultation. Financial Freedom Wealth Management Group, LLC is a wealth management firm dedicated to helping our clients pursue their goals, and live their life to the fullest. We promise to care deeply about you and your financial life. Financial Freedom is dedicated to treating all people with respect, and never compromising our integrity. We have four offices across Oregon, including in Salem, Newport, Eugene, and Corvallis. And clients in 45 states of residence. For a list of states in which we are registered to do business, please visit http://www.financialfreedomwmg.com/. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC www.finra.org and www.sipc.org

10/30/2026

Boo! 👻 Did we scare you? These tax surprises are the real frights, and they tend to jump out when you least expect them.

Don’t let them haunt your finances. Schedule a conversation with our team here https://tinyurl.com/3yfcsksk before year-end and let’s take the fright out of tax season. 🎃

10/29/2026

Team members Jennifer Webster and Amy Carlson attended the Oregon SHRM Fall Conference this week, where they learned new ways to lead people and culture for Financial Freedom WMG. 👥

We love seeing our team continue to level up! ✨

10/28/2026

Some of the most meaningful moments happen beyond the numbers. 💙

One of our financial advisors, Ethan, shares a favorite memory with a client and a reminder of what it means to build relationships that last. ✨

10/26/2026

Still thinking about Team Day! 💙✨

A little more of the collaboration, learning, and fun that make our team so special. Here’s a behind-the-scenes look!

10/20/2026

Money is only part of your legacy. Your values, stories, and wisdom matter too. 💛 An ethical will is a simple way to put them in writing for the people you love.

Message us or schedule a meeting here https://tinyurl.com/3yfcskskto talk about what you want your legacy to be.

10/19/2026

Celebrating a great quarter with the best team! 💙 At our Team Day last Friday, we shared ideas, learned new ways to delight our clients, and had a little fun too. ✨

Swipe through our Team Day highlights - more to come! 👉

10/16/2026

The kids have moved out, and now your household looks different. So should your retirement plan. 🏡

This is a great time to step back and ask:

✔️ What expenses have changed?
✔️ Where can that extra cash go?
✔️ Is your retirement timeline still right?
✔️ Does your home and your paperwork still fit your life?

Swipe through for what to review. 👉

Not sure where to start? We’re here to help. Schedule a conversation with our team here: https://oncehub.com/InitialConsultations. Let’s make sure your plan fits this next chapter!

10/14/2026

Not sure which path to take with your old 401(k)? 🛣️

Changing jobs is a great time to take a fresh look at your retirement savings. Swipe to compare four 401(k) rollover options:

1️⃣ Leave it in your old plan
2️⃣ Roll it into your new employer’s 401(k)
3️⃣ Roll it into an IRA
4️⃣ Cash it out

Each path has trade-offs, including fees, investment choices, and taxes. The right one depends on your situation.

Want help deciding? Schedule a conversation with our team here: https://oncehub.com/InitialConsultations. 💬

Save this for later! 📌

10/12/2026

Nothing makes us happier than seeing our clients feel more secure about their financial future. 💙 If you’d like to share your experience with us, you can submit a testimonial on our website. We’d love to hear your story!

Isaac's story:

Financial Freedom has been great ever since 2016 when I began working with them. Whenever I've needed anything, you've been timely, especially for anything new.

Being able to meet at least once a year has been awesome, and even like this here in person. The customer service team has also been great. I've never had any issues.

Shout-out to Jason Harris. He's the man, he's been great.

I would recommend Financial Freedom to anyone.

10/06/2026

Inflation doesn't send an invoice, it just quietly makes everything cost more. 🛒

At 3% inflation, a $100 grocery bill today could be $243 in 30 years. Swipe for 4 ways to plan for rising costs in retirement. ➡️

Read Julia's full blog here: https://tinyurl.com/2s3n7ssy

*Hypothetical example assuming 3% annual inflation. For illustration only.*

Address

Newport, OR

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14587774458

Website

http://www.financialfreedomwmg.com/

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