Marc Freedman

Personal Finance, Retirement, Lifestage Based Planning
“With almost two decades of experience in the financial industry, Marc Freedman provides individuals and families with independent, objective, fiduciary-based financial planning and investment advice.”

Freedman Financial

Job Title:



Marc S. Freedman CFP® is the President of Freedman Financial, Inc.  and a 2017 recipient of Investopedia's 100 most influential financial advisors.  

A second generation financial planner, Marc has almost two decades of experience in the financial industry and has received national recognition and accolades.

Marc is passionate about educating the public – as well as those who present themselves as financial advisors – about the enormous differences between investment advice and integrated financial planning. He believes that communication is the cornerstone of a good relationship, and that planning is the most important step toward a solid financial future.

His first book, Oversold and Underserved – A Financial Planner’s Guide to Serving the Mass Affluent has been recognized by the industry as a blueprint for building a better relationship between financial planners and their clients.

Marc’s NEWEST BOOK, ‘Retiring for the Genius’, released August 2014 has had an even bigger following than his first book.

Retirement can feel like you’re walking a tightrope every day. Without a solid handle on your overall personal finances, you could find yourself living without a safety net.

Marc is a sought after speaker lecturing both internationally and domestically on trends in the financial planning profession and practice management issues. In 2009, during the most challenging economic times, he appeared on the CBS Early Show as part of “The Job Squad” to perform makeovers for individuals trying to get their financial house in order.

Freedman is quoted in national media outlets, including L.A. Times, Wall Street Journal, Reader’s Digest, Money Magazine,Business Week, USA Today, The Journal for Financial Planning,Financial Planning Magazine, Investment Advisor Magazine,Registered Representative, Boston Globe and the Boston Herald.

A graduate of Peabody Veterans Memorial High School and Babson College, Marc is married to Laura and has five children. He’s an avid fan of the Boston Red Sox AND the Wonderful World of Disney. It is his life-long dream to dress as a Disney Character in the Magic Kingdom for just one day – after that, he’d happily retire as a tour guide or guest relations cast member.


BS, Marketing, Babson College

Assets Under Management:

$350 million

Fee Structure:


CRD Number:


  • Marc S. Freedman - Financial Advice in a Language You Can Understand
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August 2017
    Personal Finance, Financial Planning
July 2017
    Financial Planning, Retirement Plans, Retirement

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    Starting Out
Are bear funds typically used for diversity in the average person's portfolio?
100% of people found this answer helpful

I know of no long-term investors who incorporate "Bear" of "Against the Market" funds in their portfolio.  Long term investors shouldn't worry about short term pullbacks.  If you believe the markets will be higher 5+ years from now; then stay away from Bear Funds.  Buy quality.  Buy optimistically; then go back to doing what you enjoy - and let your investments work for you!!

June 2018
    Starting Out
How should I prepare for an interview with a private wealth management company?
50% of people found this answer helpful
June 2017
    Investing, Starting Out
I am a college student that's new to investing; what is the best platform to begin investing $100 per month?
50% of people found this answer helpful
February 2018
    Retirement, Senior Care
Why should I be saving for retirement when I think that money could be better used when I am younger?
25% of people found this answer helpful
June 2017
    Financial Planning, Retirement Savings, Lifestage Based Planning
Can I recover my retirement savings after losing it all due to the market crash and a failed business?
20% of people found this answer helpful
June 2017