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 over $11 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 to first 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.

Awards and Recognition

All awards and rankings were issued in 2024 by independent providers unaffiliated with Freestone and were evaluated based on each provider’s proprietary methodology and data obtained for the following periods of time: 12/31/2023 (Barrons, FA Magazine, Puget Sound Business Journal, Worth and ThinkAdvisor), 3/31/2024 (Forbes), and 2/13/2024-8/30/2024 (Five Star Professional). Freestone did not pay a fee to be considered for any award, although some publications may require payment of a fee for use of the awards in marketing materials. For additional information, please refer to https://www.freestonecapital.com/disclosures/.