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Our History

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

Preserving Your Wealth

Properly devised and current estate planning and asset preservation planning can help you preserve and conserve assets during your lifetime, as well as potentially reduce future estate tax liability and transference complications.

Strategies Encompassing Business and Personal Assets. 

Strategies Encompassing Business and Personal Assets. 

Our process of assisting clients with strategies for preserving wealth, as well as working towards the smooth transference of business and personal assets, includes consulting on comprehensive multi-generational wealth transfer planning. Wills, trusts, asset titling, beneficiary designations, and charitable giving are all addressed with our team, along with your legal consultant.

Frye Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Common Objectives Of Our Clients:

Private Clients

Multi-generational wealth transfer planning 
Estate tax mitigation/Probate mitigation
Asset preservation strategies/Estate Planning
Planning for incapacity/Guardianship

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Business Owners / Professional Clients

Strategies for preservation assets
Business continuity/Succession planning

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Medical Professionals

Practice planning
Asset preservation

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We welcome the opportunity to become your valued advisor.


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