Harlan Freeman, CFP®, CFA, CPA BrightPath Financial, Inc.

About Harlan Freeman, CFP®, CFA, CPA

As principal financial advisor and founder, I provide critical investment, tax and financial planning advice to my clients. I offer a high touch concierge service that provides my clients peace of mind that all their financial matters are being overseen by a highly credentialed and experienced advisor.

My professional background includes broad financial experiences in both corporate and personal finance with large and small firms. Immediately before founding BrightPath Financial, I worked with Trinity Financial Advisors, LLC, a boutique wealth management firm focused on serving business executives, retirees and their families. My clients invested assets through Trinity ranging from under $1 million to more than $30 million. I assisted clients with financial planning as well as tax planning, and managed their investment portfolios. Among others, my clients included medical professionals, legal professionals, entrepreneurs and current and retired firm/division level presidents, C-level and other senior/mid-level executives at companies including Sears, Microsoft, Baxter Pharmaceuticals, Home Depot, Radio Shack, Motorola and AbbVie.

Previously, I held various executive management positions such as CFO of Lifebook Company, LLC and Vice President of Acquisitions for Road One, Inc., a former subsidiary of publicly traded Miller Industries, Inc. I also founded Vision Business Advisors, a small business mergers and acquisition advisory firm that I operated for a decade. Earlier in my career I worked in public accounting for Arthur Andersen & Co.

Outside of work, you can find me attending to the demands of my awesome 14-year-old yellow lab, Charlie. I also enjoy golfing, traveling and attending local theater productions.

Contact this advisor

Ideal Clients

  • Attorneys
  • Business Executives
  • Gen X
  • Mid-Career Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1250+/qtr
  • Flat Fee: $500+/engagement

SEC Records