Your Journey Defined By You
We’re here to offer guidance, whether that’s now or further down the road. Let’s discuss how we can develop a plan that’s right for you.
To us, you’re never just another client.
We believe trust is the most important element when it comes to financial planning. We take the time to build that trust so we can gain a comprehensive understanding of your unique situation. In fact, we gain most of our business through referrals from satisfied clients. You’re never just another number to us. You’re the reason we do what we do.
Comprehensive Personal Planning
Our consultative approach to personal planning is intended to assist you in getting you where you want to be. We do so by aligning your personal goals and investment strategies.
Investment Management
We develop, maintain, and monitor investment strategies tailor made for your unique situation; providing valuable insights and recommendations.
Charitable & Family Legacy Planning
Legacy Planning that aims to keep you and your family prepared by working to ensure the wealth you’ve acquired and the ones you love are protected.
This is our backyard
Erie, PA is just one of two locales we call home. We are proud to serve the people in our community.
ERIE, PA
We love small town life. Every year we hold events to celebrate our clients’ successes and to patronize the local businesses that keep our town humming. These events help us connect with our clients, their families, and our neighbors outside of the normal office environment.
A stroll through Warren
WARREN, PA
Just a stone’s throw away from Erie is our second office located in beautiful Warren, Pennsylvania. We’re always looking to meet new people and grow our family so stop in for a chat today!
Meet Rob & Dave
Rob & Dave both had mutual respect for each other as prior colleagues. Their rapport led to the creation of Freedom Investment Management Group. From there, they’ve gone from business partners to close friends, sharing a mutual set of beliefs.
Robert D. Maring
Managing Director / Independent Wealth Coach
Though he appreciates the simple things in life, Rob really enjoys taking on the complex, especially when it comes to his client’s unique financial needs. He never shies away from a good challenge or an exciting adventure.
Dave L. Close CRPC®
Managing Director / Independent Wealth Coach
Dave may be an avid outdoorsman, but his level of service to clients is anything but rugged. He is passionate about helping others utilize their success to be able to fully enjoy what is most meaningul to them and their families.
Dave L. Close CRPC®
Managing Director / Independent Wealth Coach
Dave may be an avid outdoorsman, but his level of service to clients is anything but rugge. He is passionate about helping others utilize their success to be able to fully enjoy what is most meaningul to them and their families.
Get in Touch
We'd love to sit down, talk, and get a better understanding of your unique situation. Fill out the form below and one of our advisors will get in touch to schedule a meeting as soon as possible!