Robert M. Freeman, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert M. Freeman, Jr. CFP®


Manager & Personal Financial Planner

Morse Capital Partners

9030 Stony Point Pkwy, Ste 590
Richmond, VA 23235-1936
(804) 888-7774


Robert Freeman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morse Capital Partners in Richmond, VA and the surrounding communities.

Financial Advisor Overview

In addition to financial planning, I am also a portfolio manager. We seek risk adjusted returns and actively manage portfolios with a combination of ETFs and mutual funds to help reduce risk based on technical and fundamental considerations. We do not try to time the markets, but rather tilt portfolios based on opportunities and risks that we see in the markets.


Financial Advisor Experience

I have been helping people reach their financial goals for over 20 years. Due to the fact that I have less than 50 clients, I am always available to answer questions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Retirement, Sudden Wealth


Helpful Financial Planning Resources