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Full Service Wealth Management

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Full Service Wealth Management

Independent, Full Service Wealth Management

Geared to Successful Business Owners, Professionals, and Families

Our team of trusted advisors consists of

  • Certified Financial Planners®
  • Client Portfolio Managers
  • Insurance Professionals
  • 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.


Over 30 years of guiding clients in

Planning, Managing, and Monitoring Their Wealth.

Client goals we incorporate into our servicing:

Private Clients

  • Building assets
  • Insulating against inflation and volatility
  • Minimizing 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

Small Business/Corporate Clients

Employer-Sponsored Retirement Plans

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

Corporate/Business Planning Services

  • Business planning
  • Partnership agreements
  • Employment agreements
  • Employment contracts
  • Entity planning/structuring
  • Pre-sale Planning
  • Consulting on business purchase or sale
  • Asset Protection guidance

As an independent branch manager, Austin Frye of

Frye Financial is in the top 1%

of over 17,0001 investment advisors nationwide affiliated with

The nation's largest Investment Broker Dealer2

Scored #1 among clients of top 24 financial firms in:
(as reported in 2017 Cogent™ report)

  • Quality of Advice
  • Financial Stability
  • Satisfaction of fees and expenses

1 As determined by membership in LPL’s Chairman’s Council for 2021, based on annual production. 
2 As reported by Financial Planning Magazine June 1996-2020 based on total revenues


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®

About

  • Full Service Wealth Management
  • Our Wealth Management Approach
  • Why Choose a CFP®?
  • Our Team

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Don't hesitate to get in touch with us.
We welcome the opportunity to become your trusted advisor.

Contact Us

 

Contact Us

(305) 931-3200

   

 

 

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NJ, NY, OH, SC, TX, VA, VT, WV

Check the background of this investment professional on FINRA's BrokerCheck.

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