Freshfield Investments jobs and careers

About Freshfield Investments

Fee-only, fiduciary wealth management led by a financial economist — helping individuals, families, and business owners grow, protect, and enjoy their wealth. At Freshfield Investments, we believe wealth management should be personal, transparent, and backed by deep economic expertise. Founded in 2009 in Plano, Texas, our firm is led by a financial economist dedicated to helping individuals, families, and business owners make smarter financial decisions — without hidden agendas or product commissions. We provide investment management and financial planning on a fee-only, fiduciary basis, meaning our advice is always in your best interest. Whether you’re preparing for retirement, growing your wealth, or seeking tax-efficient strategies, we build customized, globally diversified portfolios tailored to your goals. Specialties: Portfolio management, comprehensive retirement planning, tax-efficient investing, 401(k) guidance, global diversification, and financial advice. Based in Plano, Texas — serving clients nationwide 469-231-6040 | 🌐 FreshfieldInvestments.com