Coronavirus Update: We are well equipped to address your financial/investment/retirement planning with proper precautions in our office or remotely through telephone and video conferencing. Unvaccinated individuals are required to wear masks, and, per CDC guidelines, masks are also highly advised for those who are vaccinated. Please call us at 305-931-3200 for further details about our services during COVID-19.
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
