Welcome to Freedman Kircher Group

We take a collaborative, personalized approach to wealth planning. Our multi-generational team works closely with clients, accountants, and estate planning professionals to deliver strategies tailored to your life and legacy. Whether you are planning for retirement, managing generational wealth, or navigating major transitions, we are here to help you move forward with clarity and confidence. 

What we do

At the Freedman Kircher Group, we work with high net worth individuals, businesses and foundations to help them fulfill their goals through our long-term, holistic approach to wealth management. Whether you are planning for retirement, seeking advice to build and preserve your assets, or needing guidance to create your legacy, our team of advisors will work with you to design a customized wealth plan with your specific needs in mind.

Our investment philosophy utilizes a combination of strategic & tactical approaches. A strategic asset allocation strategy comprised of a broadly diversified portfolio of domestic and international stocks, bonds, CD’s and cash. In addition, we will closely follow market and economic events to identify short-term investment opportunities. Where it is appropriate, we utilize stop-loss orders and option strategies to take advantage of the upside, yet still help provide some protection on the downside.

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    About RBC Wealth Management Online

    Global Insight Midyear Outlook

    Global Insight Monthly cover - May 2025

    Curves ahead

    Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

    Strength you can trust

    Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

    • Moody's Aa1 and A1 / stable4
    • Fitch Ratings AA2 and AA-3 / stable4

    Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

    Let's take the next step together

    We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

    Meet our team

    Learn more about us

    Contact

    Freedman Kircher Group

    973-867-5956
    aaron.freedman@rbc.com

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