Things to consider
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Freestone News
Barron's Recognizes Freestone as a Top Independent Advisor
We're honored to announce Erik Morgan, Kim Hansen and their team were recently named* a Top Independent Advisor - #8 in the U.S. by Barron's....
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Freestone News
2021 Freestone Future Leaders Scholarship Winner: Meet Vedanth Iyer
We recently announced the five winners of our 2021 Freestone Future Leaders Scholarship and invite you to get to know these passionate young adults....
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Financial Planning
On Demand Webinar: A Guide to Tax and Estate Reform
Recently proposed federal legislation including President Biden's American Families Plan and Senator Bernie Sanders' For the 99.5% Act has prompted......
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Freestone News
Upcoming webinar: A Guide to Tax and Estate Reform
Join us on Tuesday, June 8th at 1pm PST....
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Insights
Barron's Recognizes Freestone as Top Financial Advisor in Washington State
We're honored to announce Erik Morgan, Kim Hansen and their team were recently named the #1 Advisor in Washington State by Barron's...
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Freestone News
Finding More Ways to Serve Our Clients
We are excited to announce a new partnership with Succession Advisors to further support the needs of our clients and help them focus on what truly......
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Freestone News
Freestone Advisor recognized as Barron's Top 100 Independent Financial Advisors
Congratulations to Erik Morgan for his recognition as a Top 100 Independent Financial Advisor....
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Freestone News
Introducing our 2020 Freestone Future Scholarship Winners
Our 2020 scholarship winners have demonstrated how their passions and duty to civic leadership, problem solving and creative thinking have led to......
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Freestone News
Future Leaders Scholarship's 2020 Recipients Announced
We are proud to announce the recipients of our 3rd annual Freestone Future Leaders scholarship!...
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