Julia Carlson recognized as a 2020 top wealth advisor in Oregon

Julia Carlson of Financial Freedom Wealth Management Group was recently ranked No. 14 in Oregon in the 2020 Best-In-State Wealth Advisors list published by Forbes.

According to Forbes, the annual list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. Advisors are also evaluated based on personal interviews, industry experience and revenue trends, among other criteria.

“This recognition is a testament to Julia’s commitment to providing personalized financial advice that helps clients reach their long-term financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “With increasing demand for advice from a trusted financial advisor, we applaud Julia for raising the bar in our industry and demonstrating the value of the independent model to build valued and lasting relationships with clients. On behalf of LPL, I thank her for the work she does in support of her clients.”

Julia’s firm, Financial Freedom Wealth Management Group has five offices located in Oregon and southwest Washington. They provide specialized services in family wealth planning and investment services, retirement income and distribution strategies, tax reduction planning as well as business exit planning and consulting services. Her firm is passionate about educating consumers and offers educational events and ongoing communication. Please visit their website at www.financialfreedomwmg.com to learn more.

Julia Carlson is an independent advisor affiliated with LPL Financial, a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.


More In Business