Long Form

Financial Freedom Wealth Management Group (FFWMG) is a nationally recognized wealth management firm. FFWMG was founded by Julia M. Carlson in 2001 and has grown to over 18 team members across five Oregon locations. We are committed to educating our clients and helping them make wise financial decisions. We work with individuals, families, and business owners to realize their personal vision of financial success. Our approach to wealth management allows clients to rise above financial stress, retire with confidence, and leave a lasting legacy. Our team strives to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach. Our commitment is to care deeply about our clients and their financial lives.

FFWMG has received the following honors and awards: InvestmentNews Best Places to Work for Financial Advisors, InvestmentNews Excellence in Diversity & Inclusion, Portland Business Journal’s Largest Women-Owned Businesses in Oregon & Clark County, Washington, and Portland Business Journal’s Largest Money Management Firms in Oregon & S.W. Washington.


Short Form

Financial Freedom Wealth Management Group (FFWMG) is a nationally recognized wealth management firm. We work with individuals, families, and business owners to realize their personal vision of financial success. Our approach to wealth management allows clients to rise above financial stress, retire with confidence, and leave a lasting legacy.


One Line

Financial Freedom Wealth Management Group (FFWMG) is a nationally recognized wealth management firm committed to educating our clients and helping them make wise financial decisions.