Steven Kampschmidt, CFP®

Virtual CFP® for DIY Investors | Capped Flat Fees | Fiduciary

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Freedom Found Financial Steven Kampschmidt, CFP®
Boonton, NJ

Serving Clients Nationwide

Virtual CFP® for DIY Investors | Capped Flat Fees | Fiduciary

Areas of Focus

  • Cash Flow
  • Education Funding
  • Estate Planning
  • Financial Planning
  • High Net Worth
  • Insurance
  • Investment Management
  • Retirement Planning
  • Social Security Optimization

About Steven Kampschmidt, CFP®

Hi, I'm Steven Kampschmidt, owner and financial advisor of Freedom Found Financial. I am a CERTIFIED FINANCIAL PLANNER™ professional dedicated to assisting individuals and families in their pursuit of financial freedom.

After establishing a practice within Merrill Lynch, I had an increasing desire to service my clients in a way that was unavailable at almost all other firms within the industry. It was at this point that I opted to create something new, and thus Freedom Found Financial was born.

I have my MBA in finance and economics from the Rochester Institute of Technology.

I currently reside in Towaco, NJ with my wife Jessica, my three daughters Adeline, Evelyn, & Isabelle, as well as my two dogs Meadow and Summer. I enjoy spending time with my family and friends, and in my free time, training Brazilian Jiu-Jitsu, playing beach volleyball down the shore, and snowboarding during the winter months.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

408 Main St suite 505, Boonton, NJ 07005, USA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • One-time Financial Plan

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Freedom Found Financial

Freedom Found Financial is a comprehensive financial planning firm focused on rethinking the status quo within the wealth management industry. We set ourselves apart and differentiate by utilizing a variety of flat fee services that enable us to help individuals and families at all stages of their lives.

Our commitment is to provide fully transparent services that eliminate various conflicts of interest typically found in the current asset management landscape.

Our Philosophy

We believe wealth creation is a positive-sum game, and that building and sustaining wealth together can help clients experience a new-found freedom to cherish the passions and ideals they hold most closely. Conflicts of interest are often found within the wealth management landscape, and we believe financial planners are professionals who should be compensated similarly to an attorney or a CPA rather than through commissions or a percentage of assets under management.

Transparent Pricing

By providing a flat fee structure to our clients, we aim to eliminate as many conflicts of interest as possible. General industry practice has been to charge commissions or a percentage of assets under management, which can generate conflicts or lead to exorbitant fees for affluent clients. We offer both a one-time flat fee financial plan and an ongoing comprehensive wealth management flat fee that includes financial planning and investment management services.

Who We Serve

Our vision is to provide financial guidance to individuals and families alike, including affluent and high net worth do-it-yourself investors as well as younger, high-income families who want a professional to pull their financial picture together for a reasonable fee.

Education

Rochester Institute of Technology, Master of Business Administration, Finance and Economics

Hobbies and Interests

  • Beach
  • Family
  • Snowboarding
  • Volleyball

Who We Serve

  • Corporate Executives
  • DIY Investors
  • Dual Income Family
  • Families
  • Gen X
  • Individuals
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.