Small Business is our Specialty.

You built the business, now let your money build for you.

Direct Access

You have a direct line to your advisor for real conversations and real answers. No Call Centers, ever.

401K Plans

We work exclusively with a Third Party Administrator to roll over and create 401k Plans that we manage.

We Get You

We understand how business really works, so we know what you need, when you need it.

Why Do Small Business Owners Choose Us?

Business owners work with Freedom Capital Advisors because we actually understand what it takes to build something from the ground up and how much risk sits on your shoulders every day. At FCA, we help you turn that hard work into a long term plan, not just a pile of accounts. We look at the whole picture, your business, personal finances, taxes, liquidity needs, and exit or retirement goals, then build a strategy that makes your money work as hard as you have. You get direct access to an experienced advisor, clear explanations instead of jargon, and an investment approach that focuses on security, consistency, and smart growth. The goal is simple, protect what you have built, grow it deliberately, and give you the freedom to focus on running the business and living your life, without guessing about your financial future.

Focused businessman working on laptop while checking smartphone in modern office.

Being an independent wealth management firm gives us the freedom and flexibility to put you first, every time.

We are not tied to any single product, company, or sales quota, which means our advice is built around your goals, not someone else’s agenda. That independence lets us search across a wide range of investments and strategies to find what truly fits your situation, then adjust quickly as your life and business change. It also shapes how we serve you, direct access to your advisor, clear communication, and a level of personal attention that larger, product-driven firms simply cannot match.

Never Settle

“You would never settle for ‘good enough’ with your customers, and we refuse to settle for it with our clients.”

– Ron McCoy
Founder & CEO
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You’ve built a Legacy, now protect it.

Your wealth isn’t just a number, it’s a legacy. But without strategy, it’s a target for taxes, fees, and crooks. My Free E-Book “Keys to Investing”, forged over decades of studying markets and the professionals that serve in them, gives you the edge

“Wealth without strategy is just a target for thieves.”

Our Commitment Is Unmatched.

  • We always put clients first.
  • Communication with our clients is key.
  • We act in a fiduciary capacity at all times.
  • We provide a personalized product.
  • We offer top-notch customer service.
  • Transparency is our main focus.
small business,wealth management
Retirement Income
Risk Management
Investments
Book Your Strategy Session with Ron McCoy
Ready for a clear, no‑nonsense conversation about your wealth? Book a one‑on‑one strategy call with Ron McCoy, Founder and fiduciary advisor with four decades of market experience. In your strategy session, you’ll get personalized insights on your portfolio and a gameplan for any financial challenge you’re facing. No scripts, no call centers, just direct & honest advice. If you prefer to reach out first, feel free to call us directly using the “call us today” button below.
Tell us a bit about yourself
A few details so Ron can come prepared with observations specific to your situation.
We’ll reach out and set up a time to meet
Ron’s schedule is flexible. Pick a time that works and we’ll have an initial conversation about your goals and where you stand today.
Step 3: We’ll map out your strategy
We’ll build a clear picture of your current situation and walk through exactly what a portfolio built around your goals would look like.

This is a one-on-one conversation with Ron McCoy, not a sales call. Ron has spent four decades working directly with investors, which means every recommendation starts and ends with what’s right for you. Bring your questions, your statements, or just your situation. We’ll tell you what we see and what we’d do. Prefer to call first? Reach Ron directly at (352) 404-8105.