Broker Check

Awards & Recognition

Women’s Choice Awards for Financial Advisors

Our founder Julia Carlson is a recipient of the Women’s Choice Award for Financial Advisors. This award showcases her commitment to providing exceptional service and care to our female clients. To be selected, Julia was evaluated using 17 objective criteria. In addition, our clients were surveyed and asked to provide feedback about her performance. This award symbolizes the integrity, knowledge and service excellence our firm strives to deliver to every client.


2017 Top Wealth Adviser Moms

Julia Carlson and Financial Freedom Wealth Management Group have been recognized as a “Top Wealth Adviser Moms” firm by Working Mother magazine and SHOOK Research.

Subha Barry with Working Mother Media says, “We are proud to honor working mothers who are the best and brightest financial advisers in the U.S.”

RJ Shook, president of SHOOK Research, says, “These advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future.”


InvestmentNews 40 Under 40

In 2014, Julia Carlson became an InvestmentNews 40 Under 40 honoree in the Trailblazer category. Julia was competing against nearly 1,200 other nominees for this national award, which recognized her as one of the top 40 emerging financial advisors in the country.


Newport News-Times Readers Choice “Best Financial Advisors”

We are proud to have been voted “Best Financial Advisors” in Lincoln County by readers of the Newport News-Times.  


Willamette Living Magazine “Best of the Valley”

Readers of this local, lifestyle guide selected our firm as “Best of the Valley” for 2016 in the Financial Services category.




Disclosures:

The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.

The “Top Wealth Adviser Moms” list, released by Working Mother magazine and SHOOK Research, is a ranking which measures the best practices of an adviser learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms and assets under management.

The recipients of the 40 under 40 award are chosen by the editors of Investment News from a pool of nominees based on the criteria of accomplishment, contribution, leadership and promise.

The recipient of the Willamete Living Magazine "Best of the Valley" was based on reader favorites and editor choices.