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Built from Experience, Engineered for Scale

The Fastest Growing TAMP in America*

True Freedom provides advisors with the structure, scale, and strategy needed to build an enterprise-level firm.

We don’t just offer OCIO or operational support; we leverage 38+ years of experience to drive greater growth, retention, revenue, and enterprise value.
*Ranked by America’s Best TAMPs (March 2026)
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Why We Exist

Delivering the Freedom RIAs and IARs Expected

The RIA model promises greater freedom and growth potential, but it can feel like the opposite. Admin tasks pile up. Portfolios demand constant attention. And AUM stalls because there’s never enough time to focus on building relationships.

Our platform exists to deliver the freedom you expected. Based on our experience scaling an RIA to $1.5B+ AUM, we built the TAMP we would’ve wanted:

  • Institutional-level OCIO and operational platforms to reclaim your time
  • Proprietary research and Recession Ready Portfolios to manage risk across cycles
  • A Growth Investment Plan© that puts marketing capital directly in your hands as your AUM grows
  • A Guaranteed Succession Plan© to help you exit with confidence
Our Executive Team

Proven Experience Scaling a $1.5B AUM RIA

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Dan Pinkerton, CFP®
Founder, CEO
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Ron Glendening, CFP®
COO, CIS
Matt Right
Matt Weed, CPM®
CIO
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Matt Smith
Associate Director of Onboarding
Josiah Right
Josiah Pinkerton
Business Development Strategist

Secure Your Horizon.

Membership in the True Freedom Circle is by referral or inquiry only. We invite you to begin the conversation.