Mitch Freedman is a CPA and wealth manager with a stellar 40-year plus career in the financial services industry. Since 1981, Mitch has been bringing ideas, solutions and passion to engagements with his clients. He is a self-described “true believer” in his clients’ goals and dreams. In fact, coming to understand his clients deeply and then building plans to achieve their goals is his primary mission.
Mitch has been a CPA for 35 years and has melded tax-mitigation strategies to his wealth management approach for most of that time. Mitch knows that it’s not enough to earn a high income. For most families in this country, it’s not about how much you earn, it’s about how much you keep and grow. Mitch pairs a tax strategist’s instincts with a wealth manager’s broad view of everything that can impact a client’s wealth. This approach makes him indispensable to his clients, many of whom he’s served for decades.
Mitch really enjoys problem-solving with clients, especially on complex issues that involve money and family. He is a trusted advisor to his clients and holds confidence with them on topics they don’t discuss with hardly anyone. For a numbers guy, Mitch’s emotional intelligence is a standout trait that clients love.
Mitch is also the parent of an autistic adult child. Mitch and his wife struggled for years to understand what was happening with their child. The medical community was often not supportive of their efforts to understand their child and arrive at a diagnosis that reflected their lived reality. The Freedman family’s struggles led Mitch and his wife down some very difficult paths.
Through their advocacy as parents, Mitch and his wife learned to navigate the healthcare system to bolster support for their child. They also entered into a community of families who also have experienced similar challenges. Their collective experiences have impressed upon Mitch the importance of being an advocate and a good listener in complex situations.
- Lehman Brothers Inc. (1981-1987)
- Fleury and Co, Inc. (1987-1995)
- Mitch Freedman PS Inc. (1995-present)
- Strait & Sound (2023-present)
BS Accounting Syracuse University, 1981
CPA – Certified Public Accountant
RIA – Registered Investment Advisor
Former Board Member and Treasurer—Autism Society Of Washington
Rotary Club—Rotarian since 2005