Freedom Formula Wealth Management

Freedom Formula Wealth Management is a registered investment advisor founded in October 2025 and located in Rochester, Michigan. Led by Certified Financial Planner professionals Kyle Henris and Richard James Russo II, Freedom Formula Wealth Management offers personalized investment management and ongoing financial planning services. The firm builds customized investment portfolios based on each client's specific goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, exchange-traded funds, and government securities. In addition to portfolio management, Freedom Formula Wealth Management provides comprehensive, ongoing financial planning that covers retirement projections, cash flow and debt management, tax strategies, estate planning coordination, business consulting, employee benefits, and risk management. The firm operates as a fee-only advisor, meaning they are compensated solely by their clients and do not accept commissions or third-party product sales fees, ensuring they are legally required to act in their clients' best interest.