Broker Check

Our History

Years of experience have prepared us to guide you through your life transitions.

Independent, Full Service Wealth Management

Geared to Successful Business Owners, Professionals, and Families, our team of valued advisors consists of Certified Financial Planners®, Client Portfolio Managers, Insurance Professionals, and 401(k)/Retirement Plan Consultants. 


We are committed to your goals. We are devoted to your prosperity. Each one of us is here for you personally, as we focus on providing comprehensive, seamless servicing.

Your time is precious to you. When you enter our doors, you can breathe a sigh of relief.

Your time is precious to you. When you enter our doors, you can breathe a sigh of relief.

Our professional team makes certain all aspects of our clients’ financial affairs are organized, well-planned, and working together. With this approach, we can attempt to most effectively:

  • Mitigate your tax exposure
  • Allocate and manage portfolios within your desired risk level
  • Keep you on track toward meeting your goals

Keep your estate, business, and insurance planning current
With our highly coordinated, long-term planning and monitoring, clients gain a sense of confidence regarding their financial futures.

Over 35 years of guiding clients in Planning, Managing, and Monitoring Their Wealth.

Private Clients

Building assets
Insulating against inflation and volatility
Mitigating taxes
Preserving family wealth/Estate Planning
Organizing and coordinating family financial management
Managing Risk; annuities, strategic life insurance, long-term care
Retirement distribution/income generation planning
Transitioning to salary-free living

Learn more

Small Business

Consulting on cost-effective 401(k) plans, profit sharing, cash/defined benefit and cash balance plans
Plan sponsor support
Employee education
Better positioning for tax savings through qualified retirement/401(k) plans
On-going plan expense review

Learn more

Corporate Clients

Business planning
Partnership agreements
Employment agreements
Employment contracts
Entity planning/structuring
Pre-sale Planning
Asset Protection guidance

Learn more
Frye Financial Is In The Top 1%<br/>

Frye Financial Is In The Top 1%

As an independent office manager, Austin Frye of Frye Financial has been recognized as a member of the LPL Summit Club for 2026, a top distinction amongst over 32,0001 investment advisors nationwide affiliated with LPL Financial - The nation's largest independent broker dealer2

LPL Financial has a 97% Advisor Retention Rate, with advisors who value the autonomy, flexibility, and support LPL provides1

100% Cyber Fraud Guarantee fully protects your assets3

LPL ranked no. 340 on the Fortune 500 list in 20254

1Based on 2025 production, includes registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser. Data as of September 30, 2025 
2As reported by Financial Planning Magazine, June 1996-2024 based on total revenues. 
3LPL will reimburse you for 100% of realized losses in your impacted LPL accounts, which were incurred directly as a result of unauthorized access to an LPL system. Please visit go.lpl.com/cyber-fraud.html for terms and obligations.

4Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity.

We are Certified Financial Planners®

Many people think all financial planners are “certified,” but this isn't true.  Just about anyone can use the title “financial planner.” Only those who have fulfilled the CFP® Board's  rigorous requirements can call themselves a CFP® professional.

Why Choose A CFP?
Helping You Get Organized and Stay On Track

Helping You Get Organized and Stay On Track

We empower individuals and families by organizing and aggregating all of their financial information in one easily accessible and easily navigable personal site. Having a complete, up-to-date picture at all times offers you significant time savings and the ability to make better, more informed decisions.

We welcome the opportunity to become your valued advisor.


Contact Us