We work with small-business owners, families building legacy wealth, and professionals preparing for major life milestones.
Generational Wealth
Who We Serve
Ongoing Advice
Investment Management
We design and manage transparent, goal-aligned portfolios with ongoing monitoring and rebalancing.
We provide continuous guidance and collaboration to keep your plan aligned as your life and goals evolve.
We create personalized financial plans that bring every part of your life—retirement, cash flow, and estate goals—into one clear roadmap.
Financial Planning
The simple plan to wealth
What We Do
value-driven planning
Advice first and Long-term
Fiduciary financial planning
How We Work
Transparent, fiduciary advice
When people first hear about us, they usually have two questions: “How do you pronounce it?” and “Where does it come from?”
It’s pronounced Fray-er — like layer, but with a “Fr.”
Freyr represents prosperity and well-being – wealth that supports life today and the generations to come.
wealth and Prosperity
Why “Freyr”
Plan With Purpose –
Let’s Start the Conversation
CONTACT US
Planning is a meaningful investment in your future. If you’re looking for a long-term partner who values clarity, stewardship, and a structured approach, we’d love to start a conversation.
