Freedom Investment Management Group

Freedom Investment Management Group Freedom Investment Management is an independent wealth management firm serving the Erie and Warren county areas.

At Freedom Investment Management Group we help clients organize and simplify their financial lives. We act as your independent wealth coach and personal "CFO". Our definition of wealth management goes far beyond money. In our opinion "true wealth" is achieved through the balance of family, faith, work, pleasure and financial goals. We will work with those we serve to understand all of these areas

in their lives. We will then design, implement and manage a professionally inspired financial strategy tying all these things together. Lastly, we are INDEPENDENT, we are not owned or beholden to a bank or insurance company so our clients can rest assured that we are objective and independent in the advice and services we provide. Securities offered through LPL Financial, member FINRA/SIPC www.finra.org www.sipc.org. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Freedom Investment Management Group and Gladstone Institutional Advisory are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, CO, CT, FL, MA, MD, NC, NY, OH, PA, SC, VA, and WI

Planning for skilled nursing care can feel overwhelming, especially when questions about Medicaid eligibility, personal ...
09/08/2026

Planning for skilled nursing care can feel overwhelming, especially when questions about Medicaid eligibility, personal assets, and family responsibilities arise.

Join us for FIMG at Four: Nursing Home & Medicaid Bootcamp with elder law attorneys Jerome Wegley and Kathryn Penick of Knox McLaughlin Gornall & Sennett, P.C.

This educational webinar will explain key Pennsylvania Medicaid rules, common planning options, and why preparing before a care crisis can give families greater clarity.

Join us Tuesday, September 22, from 4:00–4:45 PM.

Register here: https://lp.constantcontactpages.com/sl/2aN2ecS

09/07/2026
09/04/2026

We are closed today and Monday. We will be back in the office on Tuesday at 8:30AM.

09/03/2026

We will be closed tomorrow and Monday in observance of Labor Day. We will be back in the office on Tuesday at 8:30AM.

09/03/2026

Federal Reserve leadership transitions have historically created short-term “air pockets” in the equity markets. In this clip from our recent webinar, Phil Orlando looks at what past transitions may tell us about the road ahead.

Missed Midterm Mayhem... But It’s Still All About the Economy?
Watch the full replay: https://freedomwealthcoach.com/videos/midterm-mayhem-but-its-still-about-the-economy-webinar-08-25-26-fimg/

You can also register for our next webinar, Nursing Home and Medicaid Bootcamp: https://lp.constantcontactpages.com/sl/2aN2ecS

Many families think Medicare will cover long-term nursing home care, but that’s often not the case. Medicaid rules are m...
09/01/2026

Many families think Medicare will cover long-term nursing home care, but that’s often not the case. Medicaid rules are more complex, and waiting too long can limit your options.

Join FIMG at Four: Nursing Home & Medicaid Bootcamp with attorneys Jerome Wegley and Kathryn Penick from Knox Law to learn the basics of Pennsylvania Medicaid planning in simple terms.

𝗪𝗲’𝗹𝗹 𝗰𝗼𝘃𝗲𝗿:
- Medicare vs. Medicaid coverage
- The 5-year lookback rule
- Planning options before and during a care need

Save your spot: https://lp.constantcontactpages.com/sl/2aN2ecS

As the midterm season approaches, many may be wondering what political uncertainty could mean for the markets.The realit...
08/18/2026

As the midterm season approaches, many may be wondering what political uncertainty could mean for the markets.

The reality is that markets have moved through many election cycles, administrations, and political transitions over time. A disciplined financial plan should be built with that kind of change in mind.

Join FIMG and guest speaker Phil Orlando Senior Vice President and Chief Market Strategist of Federated Hermes, for a timely conversation on the economy, markets, and long-term investing perspective.

Register here: https://lp.constantcontactpages.com/sl/mWxwKwT

Political headlines can move quickly, especially during an election cycle. But when it comes to investing, reacting to e...
08/11/2026

Political headlines can move quickly, especially during an election cycle. But when it comes to investing, reacting to every headline can create more confusion than clarity.

In our upcoming FIMG at Four webinar, we’ll discuss:
- Why economic fundamentals matter over time
- What history shows about markets and political transitions
- Why timing the market around elections is rarely successful

Join us for a practical conversation designed to help you stay focused on the bigger picture.

Save your spot: https://lp.constantcontactpages.com/sl/mWxwKwT

Election seasons can bring uncertainty, but uncertainty is not unusual for investors.Join us for FIMG at Four: Midterm M...
08/05/2026

Election seasons can bring uncertainty, but uncertainty is not unusual for investors.

Join us for FIMG at Four: Midterm Mayhem… But It’s Still All About the Economy, featuring guest speaker Phil Orlando Senior Vice President and Chief Market Strategist of Federated Hermes.

This timely webinar will explore the economy, the markets, and what you may want to keep in mind as the midterm season approaches.

Register here: https://lp.constantcontactpages.com/sl/mWxwKwT

Address

Erie, PA

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Alerts

Be the first to know and let us send you an email when Freedom Investment Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share