AdFi
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BYRNE FINANCIAL FREEDOM, LLC

SEC Registered

PLAN WELL, INVEST WELL, LIVE WELL

FRANKLIN, MAhttps://byrnefinancialfreedom.com508-528-9366
Assets Under Management
$500M–$1B
Employees
11
Office Locations
2 offices
Total Accounts
1676

About the firm

Byrne Financial Freedom, LLC is an independent financial management firm affiliated with LPL Financial. As independent advisors, they have access to a full array of non-proprietary financial products and services, working with clients to help ensure their assets are strategically allocated, diversified, and managed.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsState/Municipal

Areas of expertise

Retirement PlanningFinancial PlanningAsset AllocationEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness PlanningWomen's Financial PlanningYoung InvestorsIndependent Advisory

Services

The firm provides retirement planning, financial planning, asset management, education planning, estate planning, business planning, tax planning, and insurance planning, utilizing investment vehicles including stocks, bonds, mutual funds, government securities, ETFs, index funds, CDs, fixed and variable annuities, and alternative investments such as REITs, BDCs, and structured notes.

retirement_planningfinancial_planningestate_planningtax_planninginsurancecollege_planningbusiness_planningdivorce_planning

Who they serve

Individuals and families including retirees, women navigating life transitions, young investors, and business owners.

Client segmentClientsAssets managed
Individuals (Non-HNW)578$112M
High Net Worth Individuals378$422M
Charitable Organizations11$11M

0 total clients reported on Form ADV.

Leadership

Joseph Gerard Byrne
OWNER AND CHIEF EXECUTIVE OFFICER
Brian Patrick Byrne
CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 2 states
MA
FRANKLINHQ
FL
FORT MYERS

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#167893
SEC Number
801-107534
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BYRNE FINANCIAL FREEDOM, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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BYRNE FINANCIAL FREEDOM, LLC in FRANKLIN, MA | AdvisorFinder