Independent, Full Service Wealth Management

Geared to Successful Business Owners, Professionals, and Families

Our team of trusted advisors consists of

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

As an independent branch manager, Austin Frye of

Frye Financial is in the top 1%

of over 16,000¹ 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 2020, based on annual production. 
2 As reported by Financial Planning Magazine June 1996-2019 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^®