Helping You Build a Sound Financial Future
Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.
Check the background of this firm on FINRA's BrokerCheck.
We have aligned with LPL Financial, one of the leading financial services companies and the largest independent broker-dealer in the nation.* Working with LPL means your advisor has access to independent data and open product architecture, and you have access to integrated technology that allows you to monitor your investments anytime, anywhere.
* As reported in Financial Planning Magazine, 1996-2015 based on total revenue.
Contact One of Our Wealth Management Professionals
| Steve Devlin | Jason Fletcher |
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Senior Financial Consultant
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Financial Consultant
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| Robert J Earls, Jr. | Ryan Raphael |
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Financial Consultant
Wealth Management Advisor
Office: (540) 400-7611
robert.earls@lpl.com |
Manager of Client Service and Operations
Financial Advisor
Office: (540) 400-7611
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Michelle Hayden
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Reeta Fletcher
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Director of Operations
Office: (540) 400-7611
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Client Service Representative
Office: (540) 400-7911
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Erica Jackson
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Insurance Consultant
Office: (540) 400-7611
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Schedule a no-cost, no-obligation appointment today!
Retirement Planning
Advice and guidance on a wide array of topics.
- 401K guidance
- Roth IRA, SEP IRA and SIMPLE Plans
- Traditional IRA
- Withdrawal strategies
College Planning
Plan early and plan wisely to give your children the advantage of a college education.
- 529 Plans
- UGMA accounts
- State savings plans
Investing
Guidance on mutual funds, bonds, and other traditional forms of investing
- Stocks
- Mutual Funds
- Bonds
- Income Investing
Products offered are not NCUA or otherwise federally insured, are not guaranteed by or obligations of the credit union, and may involve investment risk, including possible loss of principal.
| Not Insured by NCUA or any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, NC, PA.
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