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About Freedom Hills

What We BelieveCore Principles Guiding Every Client Partnership

01

Seasoned Perspective

Relying on a long track record of professional experience to build credibility and establish transparent wealth planning processes.

02

Client-Focused Alignment

Helping clients pursue their personal and family goals through deep alignment with their individual values.

03

Enduring Integrity

Building authentic trust through ongoing operational integrity, analysis, and dependable communication.

Our TeamMeet The People Behind Freedom Hills

Our financial professionals provide seasoned guidance to help clarify your milestones and craft long-term roadmaps.

James Meyer

James Meyer, AAMS®

Financial Planner

jim.meyer@freedomhillswm.com

Helping clients pursue what matters to them the most is what drives Jim. An Accredited Asset Management Specialist℠, he strives to partner with clients throughout life while providing holistic, complete wealth management. His mission...
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Nicole Petersen

Nicole Petersen

Client Services Director

nicole.petersen@freedomhillswm.com

As a client liaison, Nicole is dedicated to providing compassionate and responsive service. Her friendly demeanor helps set the tone for each interaction, and her organization and attention to detail inspire confidence. “Our clients...
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Our StoryA Heritage of Reliable Professional Service

Freedom Hills Wealth Management was established to serve as a supportive ally for business owners, medical professionals, and families seeking clear guidance. Our team focuses on reducing financial complexity so you can prioritize your professional and personal passions.

Over the course of our history, we have remained committed to providing highly individualized financial roadmaps. By focusing on deep listening, we maintain a framework that matches your accumulation needs and transition objectives.

Contact UsReady to Clarify Your Wealth Strategy?

Finances can feel complicated, but starting a meaningful conversation does not have to be intimidating. Connect with us today to discuss how we can partner to help support your lifelong ambitions.

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