ABOUT CHAD FREE

Raising the Standard—In Business and in Life

I’m Chad Free.

I’m a wealth strategist, founding member, author, ambassador, speaker, mentor, and family man—but more than anything, I’m someone who believes standards matter.  

For years, I’ve worked alongside financial professionals who know there’s more available to them—more depth, more impact, more alignment—but feel boxed in by outdated models or limited thinking. My work is here to help close that gap.

Not with hype. Not with shortcuts. But with clarity, strategy, and intentional growth.

“I’ve spent over two decades years working with and observing the ultra-wealthy”

“I want my clients to experience real peace both personally and financially.”

"True Wealth is the abundance of everything you value.”

“I’ve spent over two decades years working with and observing the ultra-wealthy” “I want my clients to experience real peace both personally and financially.” "True Wealth is the abundance of everything you value.”

How I Work

I believe that wealth isn’t just something you accumulate.

It’s something you steward.

True wealth strategy looks beyond products and commissions and asks better questions:

  • How does this serve the client long-term?

  • How does this elevate the professional delivering it?

  • How does this support the life being built outside the business?

My approach is rooted in education, perspective, and advanced strategy—designed for professionals who want to operate at a higher level without losing themselves in the process.

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Testimonials

  • “Meeting Chad was a total God moment. Our schedules did not even have us in the same state the day we met. To put it bluntly, Chad has saved my retirement funds. Chad's knowledge of growing and retaining wealth is eye-opening. My only disappointment is that we met 10 yrs later than I would have preferred. You should not wait another minute to schedule a time to speak with Chad. I'm confident you'll thank me later.”

    -Wendy K.

  • “We highly recommend Chad! Having him as our personal financial advisor has been an absolute game changer for us! We are now enjoying retirement with peace of mind. Chad who is truly led by God has integrity and passion to guide others for success which makes him stand above the rest! We trust him 100 percent! Thank you Chad for educating us to make informed decisions, providing a personalized direction for our financial goals and being our trusted advisor and friend!”

    -Andrew Usey & Terry Termini

  • “I have worked with several financial advisors in my life and not one of them has showed me what Chads has shown me. Not only did he show me how to retire with tax free income, he showed me how to do it protecting my assets both personal and business. The three things I love the most: He pulls back the curtain and shows you what the top 1% of earners are doing with their money and how I can too, He has me on a path to retire 10-12 years earlier than expected and most important he is helping me get my 17 year old on a path where she will be in my position when she is 30 and not have to wait til 50, 60 or 65! Chad has a gift and a passion that is not driven by his gain but is driven by God, that is important to me.”

    -Coach Todd Harris

  • “It's an honor to recommend you and your services! We had decided to pool all our savings into one account so that we could make things simpler in our lives, and after considering 2-3 options, Maria and I agreed that we were most comfortable with you and your down to earth approach to investing. We talked to a couple of nationally known firms, but in the end, we felt more at ease dealing with you and we have not regretted that decision. As you know, we moved really slowly in making this decision, but once it was made we were able to relax knowing that someone we knew personally was taking care of our financial future for us. We know you're involved in our community and are raising your family here and that meant the world to us as we were searching for someone to help us make some financial decisions at a key time in our lives.”

    -Art & Maria

  • “Last year we began a journey on a path that only God could have set into place. Yes, we are here on this earth "On Purpose, For a Purpose." I pray for divine appointments, and Holy Ghost set-ups and do you know what? Here comes Chad Free, the man in the middle below. A Godly, family man, I can call my friend, my cohort partner in Master the Stage (What a story he has to tell!), and my Financial Advisor. I can truly say, "I know a guy who can help you with..." Be blessed! You will rise in 2024. Get ready! You have seen nothing yet.”

    -Michele W. Author of “Top of the Morning to you”