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Our Story

Barry Freedman, our founder, began his career as a financial planner in 1968.

Known for sharing easy-to-understand advice with clients, Barry M. Freedman was known for helping clients manage their financial life so they could plan for long-term financial success. Through this philosophy, he built a successful business on the North Shore serving individuals and families. Barry did not know it at the time, but in founding Freedman Financial, he would one day be recognized as a pioneer in the financial planning profession as we know it today.

In 1991, Barry’s son, Marc, joined the firm. He took Marc under his wing and taught him timeless lessons and skills so that he could deliver quality financial planning and investment advice.  Barry knew that to be successful as a financial planner, Marc would need to know as much as he could about a client’s entire financial life before even thinking of offering recommendations. Marc learned to listen and speak with compassion. Through his father’s mentorship, Marc learned that money is an emotional, loaded topic and that it was a financial planner’s job to be a rational, clear voice in times of uncertainty.

In July of 2000, just as the dot-com boom was about to bust, Barry hired Marion Gilman to join the firm. Her deep understanding of investments, her ability to connect deeply with clients, and her yin to Marc’s yang, gave Barry the confidence that Freedman Financial’s legacy would be in good hands. In 2007, he retired to Florida.

Since then, Marc and Marion have carefully and compassionately navigated Freedman Financial and its clients through the ups and downs of the economy.

Now, over 50 years from the firm’s inception, Freedman Financial, has become regarded as one of the best local financial services firms.

Our values remain the same. We remain dedicated to listening deeply, crafting thoughtful strategies, and guiding our clients throughout their financial journey.

If now is the time for you to get serious about your financial planning needs, we’d be honored to meet you.

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