Client-Centric from the Start

Solutions in Your Best Interest (Not Ours)

Founded in 1999, Freestone is an independent, fee-only wealth advisory and asset management firm that has grown from $250 million to $9.4 billion in assets under management. As a fiduciary whose firm is 100% employee-owned, our only commitment is to client success, not those of a corporate parent company. We believe our combination of personalized wealth management and access to a broad range of investment strategies provides the best overall solution to our clients. Freestone serves clients throughout the west coast with offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.

Commitment

Commitment underlines our integrity. They are like promises in bold print. “Do what you say and say what you do.” We bring our best every day and have the courage to dedicate energy toward what truly matters.

Collaboration

Collaboration fuels our innovation, creativity, and progress. Through teamwork and authentic communication, we conquer common goals while simultaneously strengthening the fabric of our culture.

Continuous Improvement

As a team of lifelong learners, we seek first to understand, are solution-oriented, and unequivocally open-minded.

Meet the Freestone Team

The strength of Freestone lies with our employees. Our client advisors and senior investment team average over 20 years of experience and many of them hold advanced degrees or certifications.

Our Team

Community Involvement

We are committed to supporting the communities in which we operate through our work with our foundation and encouraging employees to donate their time and expertise.