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About Essex LLC
Essex LLC, founded in 1997 by Jim Hartwell, MBA, and Art Freedman, MBA, CPA, is a well-established financial advisory firm committed to helping clients achieve financial independence. With a strong team, they offer comprehensive services to guide individuals, families, and businesses in making sound financial decisions.
Essex LLC creates personalized investment plans by considering each client's unique tax situation, risk tolerance, cash flow needs, and age, resulting in an Investment Policy Statement (IPS) tailored to individual circumstances. Their investment philosophy emphasizes proper sector allocation, diversification, and adherence to client suitability, ensuring both short and long-term performance expectations are met.
The firm also offers 401k recommendations and management services, helping clients navigate employer-provided plans, including Roth 401Ks, Traditional 401Ks, Traditional IRAs, Roth IRAs, company retirement funds, and stock options.
Essex LLC specializes in retirement services, assisting clients in determining when they can retire and how much they can afford to spend during retirement. Their analysis considers investment rates of return, cash flow needs, tax rates, and life expectancy.
The firm utilizes an innovative approach known as Planning Based Money Management™, driven by clients' personal goals and objectives to achieve financial independence. Essex LLC's active portfolio management, proactive reallocation, strategic selection, and proactive tax harvesting make them a valuable partner for clients on their financial journey.
Pricing options
Regulatory filings
Areas of specialty
- Risk Analysis
- Insurance Analysis
- Tax Planning
- Estate Planning
- Portfolio Management
More about Essex LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 108352 | 7 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Essex LLC.