I’m not sure how that would work. Is an independent investment adviser considered a freelancer? I get clients asking about individual stocks they own and/or their concentrated portfolio’s. I also get business owners who want financial analysis of their next big project . In 2010 I was an originator for OPIC as an independent analyst. I would source projects and build models for foreign directors investment with OPIC backing loans and direct loans. If you’re talking about working with small and mid size firm and wealthy individuals, you’re better off coupling that with a complete financial planning program. Or, working as a CPA who does business consulting.