who we are
Cauble Harre & Freeman Wealth Management was founded in 2007 by the sister and brother team of Liz Cauble and Peter Harre with the goal of providing personalized and effective wealth management and financial planning services. In 2025, Brendan Freeman joined as a partner to work alongside Liz and Peter in further building and growing the firm.
Our mission is to make a positive impact on the quality of your life by making your financial position as secure as possible, thereby increasing your peace of mind.
- We seek to develop a long term consultative relationship with you. Wealth management is a lifelong process that needs to accommodate and address your changing circumstances. Our advice always considers your current circumstances while taking into account your long-term objectives.
- As a Registered Investment Adviser, we take our fiduciary role seriously. We strive to build our relationship on good faith, loyalty, and trust. As a fee-only firm we provide you with independent and objective advice.
- Our focus is you. Our role is to clarify your needs and present options and our recommendations based upon these stated needs to you, enabling you to make informed decisions.
- We are dedicated to providing you with personalized, dependable service.
