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VerifiedFinancial Services· Founded 2023

Freedom Fiduciaries

Freedom Fiduciaries was built to raise the standard in the retirement plan industry. From day one, the mission has been simple: deliver exceptional service to plan sponsors and participants by taking ownership of fiduciary responsibility and removing unnecessary complexity. Retirement plans are hard enough. Our job is to make them easier to run, easier to understand, and better for the people they serve. We are a mission-driven organization that measures success by service, not volume. Client experience comes first. When plans feel overwhelming or time-consuming, we step in and carry the load so employers do not have to. The firm provides full-service ERISA 3(38) fiduciary support and delivers personalized participant guidance through a combination of technology and human connection. Outcomes improve when responsibility is clear and communication is intentional. Freedom Fiduciaries is also a strategic partner to financial advisors. Most advisors are not built to specialize in retirement plans, and that reality creates risk and inefficiency. Our Bac(k) Office solution allows advisor partners to insulate and scale their business while delivering a higher-quality client experience. Beyond business, impact matters. Freedom Fiduciaries proudly supports the Freedom Youth Foundation, a 501(c)(3) nonprofit founded by our CEO Shane Hanson in 2011. More than foster youth have been served through sports clinics, financial literacy programs, mentorship, and scholarships. Each year, the firm commits a portion of its profits to advance this mission. Industry regulations prohibit endorsements or testimonials for Freedom Fiduciaries or any Investment Advisor Representative. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered through Freedom Fiduciaries LLC, a SEC Investment Advisor.

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HeadquartersBoise, United StatesEmployees3(1 to 10)Founded year2023Websitefreedomfiduciaries.comLinkedIn profileLinkedIn

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6

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7

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Top roles at Freedom Fiduciaries

5 distinct titles indexed · top 5 shown.

  • 2relationship manager
  • 1client experience associate
  • 1customer service specialist
  • 1president and ceo
  • 1vp, director of client service

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