Freshfield is a fee-only investment manager and financial planner located in Plano, Texas serving clients locally and nationwide. Our principal, Dr. Andy Lawson, PhD (Econ), is a CFP® professional. We provide all services as a fiduciary, meaning we’re legally obliged to put our client’s best interests first. Unlike brokers, we don’t earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your financial goals. We believe this and the following four key benefits determine why 9 out of 10 clients entrust their investment management and financial planning needs to us for the long term.*
*Average annual client retention, 2009-2022, calculated as 1-[sum of (# of terminations in year/# of clients in year)]/# of years
Personalized portfolio management
We take the time to learn about your personal situation, cash-flow needs, time horizon and investment goals. And we discuss with you our investment methodology and philosophy. Then, we develop an investment strategy designed to meet your needs and goals. Going forward, we check-in regularly to make sure your portfolio continues to be aligned with your goals.
Financial advice & expertise that matters
We have significant expertise in the fields of investment management and financial planning (including retirement, tax and estate planning). We apply this expertise to managing our clients’ investment portfolios and building their financial plans to maximize the likelihood of our clients achieving their financial goals.
No conflict of interest, transparent fees
We are an independent, fee-only firm. This means our only compensation is the fees we receive from our clients—we do not earn commissions so there's no incentive for us to recommend suboptimal investment products or to excessively trade your account. Furthermore, we are a fiduciary firm, meaning we are legally obliged to always act in your best interests. Thus, our fee-only, fiduciary model guarantees there is no conflict of interest between us and our clients.
We treat each client as if they are our only client. You will hear from us regularly, not because we have some new product to sell, but to keep us current with your situation and to keep you updated about your portfolio. Our goal is to help you understand what is going on with your portfolio so you have the confidence to reach your long-term investment goals. What's more, our principal, Dr. Andy Lawson, is always available to you to discuss your portfolio, financial plan or other financial matters.