Freedom Wealth Management, LLC
Fee Only Financial Planner with offices in Bedminster, NJ and a satellite location in Fort Myers, FL
James H. Christie, CFP® established Freedom Wealth Management to provide his clients with objective Financial Advice and investment management. Jim’s goal is to help his clients achieve “Financial Freedom.” In other words, to be in control of their finances, have a clear idea of where they are heading and how to get there, and to be prepared for any sudden changes in their lives.
An avid aviation enthusiast, pilot, and aircraft owner, Jim often compares Wealth Management to flying. “The key to a safe, successful trip is the careful consideration of where you are heading, the condition of the aircraft you are flying, and the ‘external factors,’ such as weather conditions and other aircraft. Wealth Management can be considered in the same light—where you are heading (your personal goals/objectives), your current financial condition, recommending a course of action for the ‘trip,’ planning for the possibility of financial ‘rough weather,’ and constant monitoring of the progress of the journey.”
Jim graduated from St. Lawrence University in 1981 with a Bachelor of Arts degree. In 1994, after a successful career in the plastics and packaging industry, Jim decided to pursue a career in Wealth Management. While working for a national estate planning firm, Jim completed the Certified Financial Planner® training course at Fairleigh Dickenson University, and was awarded the Certified Financial Planner® designation in 1999. In 2005, Jim completed the course of study to earn the Accredited Investment Fiduciary™ designation by the Center for Fiduciary Studies.
Jim is a NAPFA Registered Financial Advisor (NAPFA Advisors must be “fee-only” advisors) and is a former President of the Financial Planning Association of New Jersey.
Jim has also served as a member of the boards of Trustees of the Somerset Hills YMCA and the Fighting Children’s Cancer Foundation. In addition, Jim volunteers his time and his airplane to Patient Airlift Services (PALS)—an organization of aircraft owners and pilots who transport patients for medical care whose financial resources might otherwise prevent them from receiving such care.
Jim resides in Bedminster, NJ with his wife, Kathy, and son, Alexander.
James Christie is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
James Christie is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
James Christie is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact James Christie
90 Washington Valley Road
Bedminster, NJ 07921-2118
Fort Myers, FL