Freedom Wealth Advisors, LLC

Our Investment Philosophy 

We are a top down money manager.  What this means is that before we start buying any securities, we analyze the economic environment globally and domestically.  From there we determine what sectors of the economy should show strength according to our economic analysis.  Once that is determined we will over weight our purchase of the highest quality securities in the sectors that are the strongest, while underweighting the securities in the sectors that are the weakest.

The Investment Process

We understand that investors have different goals and risk tolerences and the only way we will find an investment plan that fits your needs is to ask questions and find out more about you.  Before any recommendations or purchase of any securities we will create an investment plan that the investor is comfortable with.  However, we do not stop there.  Once the plan is created and implemented we monitor the plan and periodically review with the client to assure we are on the right path.  This process is a continuos cycle through the years.

Chief Investment Officer

Paul McClain - "I am proud to say that I am still using the same investment style that has brought me great success for over 15 years." Mr. McClain has over 20 years of professional investment management experience to go with his Masters of Business from Rockhurst University and an undergraduate degree with a Finance major from the University of Central Missouri.

Paul and his family reside in Lee's Summit and is active and serves on  committees for his local church, chamber of commerce and Rotary Club.

Senior Wealth Advisor

Steve Warta - Since 1983 Steve has been working with business owners to pursue their financial objectives. Prior to joining Freedom Wealth Advisors, LLC Steve was a senior wealth advisor for 18 years with a major regional bank.  His focus was on retirement planning and business succession planning for successful business owners located in the Midwest. Steve takes a consultative approach to working with his clients.

Steve is agraduate of Kansas State University, graduate of the College of Financial Planning and a graduate of the American College .  He is also a member of Kansas City Financial Planning Association, having served on its board.  He and his wife Cindy reside in Overland Park and are active in their local church and the Kansas State University Alumni Association.

The right financial product to meet your need!  

Individuals

Investment Management Account, IRA's, Roth IRA's, Trust and Conservatorships.

Businesses

SEP's, Simple IRA's, 401K's, Profit Sharing Plan and Defined Contribution Plan.

Non Profits  

Charitable Trusts, Foundations and Endowment Funds.

Let us help develop an investment plan that is customized to fit your needs.