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VerifiedFinancial Services· Founded 2018

Ffr Wealth Team

Financial freedom is about finding your why and aligning your resources to pursue it. The FFR Wealth Team helps you define that why and create a financial plan that lets you live out your unique vision of freedom. Our Proven Process helps us get to know you—your passions, goals, needs and wants. From there, we develop a financial plan that adapts and changes as your life progresses. Your plan is consistently monitored and adjusted as life changes to help ensure your path to freedom stays clear. ℎ ℎ? Our value system drives our business and our relationships- At the FFR Wealth Team, family is our foundation. Built on Bill Funke's legacy of love and support, we consider our clients an extension of our family. We are dedicated to helping you and your loved ones reap the rewards of your hard work- Your best interests come first. As CFP® professionals, we are committed to ethical standards, integrity, and confidentiality. We take ownership of our commitments and work tirelessly to deliver results that prioritize your needs- We are dedicated to guiding you toward your goals with a positive, can-do attitude. By communicating regularly and simplifying complex ideas, we ensure your journey is on-track and aligned with your vision of true wealth- Continuous education is key to growth. Our team embraces curiosity and encourages new ideas, helping you understand the strategies behind our recommendations and the results they yield- Trust and integrity are at the core of our interactions. We listen with humility, striving to create a welcoming environment where you feel safe and valued as our client. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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HeadquartersCovington, United StatesEmployees9(1 to 10)Founded year2018Websiteffrwealthteam.comLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

9

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

3

tools in use

Monthly traffic

17

organic / mo

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Top roles at Ffr Wealth Team

6 distinct titles indexed · top 6 shown.

  • 2paraplanner, insurance associate
  • 1client relations manager
  • 1coach
  • 1managing partner and wealth advisor
  • 1wealth advisor
  • 1wealth advisor intern

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