Our Qualifications

Habersham Wealth Management, Inc. offers clients an impressive depth of expertise in many areas of financial management.

Our President, Joel B. Freeman, is the founder of the company and has been in the financial services industry through some of our history's most tumultuous years.  He is a graduate of Georgia Institute of Technology and has successfully passed Series 7, 63, and 65 examinations, and isALSO a licensed insurance agent in the state of Georgia!

Joel continues to hone his planning skills through education and attending meetings and seminars across the country.  He is a past president of the Northeast Georgia chapter of NAIFA (National Association of Insurance and Financial Advisors) and continues to serve in multiple roles.

Mr. Freeman is an accomplished speaker and enjoys teaching and helping people understand the financial decisions they have made, are making, and need to make. He has the ability to bring complicated subject matter and deliver it with a clear understanding.