Julia M. Carlson

Financial Freedom Wealth Management Group, LLC is a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue Financial Freedom.

Financial Adviser at Financial Freedom Wealth Management Group in Newport, OR


Julia is CEO and Founder of Financial Freedom Wealth Management Group, LLC. She has been practicing financial planning for over 16 years and specializes in helping people who are either retired or close to retirement. In 2008, Julia became an Endorsed Local Provider (ELP) for nationally syndicated radio talk show host, Dave Ramsey. Julia is his ELP for all of the Central Oregon Coast and the Willamette Valley area. Julia is recognized as being uniquely knowledgeable on topics relating to tax strategies for retirement and distribution planning. Julia is a Registered Representative with LPL Financial, and has her Series 24, 7, 63, and 66 Securities registrations held through LPL Financial. Julia is a Woman's Choice Award Financial Advisor and her company has been voted Best Financial Advisor by Newport-News Times for the past two years. In 2014 Julia was named as one of InvestmentNews 40 Under 40, recognizing her as a top financial advisor in the country.

1007 SW Bayley Street in Newport, OR 97365
Year started: 2000


Peer Endorsements

Best Answers

Asked by Alice
Answered by Julia M. Carlson, Financial Adviser in Newport, OR
Alice, you make a great point. I believe that we should be able to work hard and play hard. I’m not sure who’s giving you advice to not spend it, but I encourage many ...
Asked by an anonymous user
Answered by Julia M. Carlson, Financial Adviser in Newport, OR
No! It’s generally a poor decision to take from your retirement to pay any bills. The reason is that your 401k is earning and building for what you’ll need later. It’s...