A complete list of active advisors currently associated with Frank Financial Advisors

Warmer can help you find a great advisor at Frank Financial Advisors or one who fits your needs even better.

Frank Financial Advisors provides discretionary asset management, financial planning, and consulting to individuals (including high-net-worth clients), employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm manages roughly $188 million across about 140 client accounts and generally uses percentage-of-assets billing and other customary advisory fee arrangements. The firm implements portfolios primarily with no-load or low-load mutual funds and exchange-traded funds through discount brokers, while also employing fundamental and technical analysis and a mix of long- and short-term strategies; for qualifying clients it may recommend private funds or third‑party managers. It offers retirement-plan advisory services under ERISA and the Pension Protection Act, and acts as a fiduciary when providing participant- and plan-level advice. Distinctive features disclosed in the brochure include the firm’s engagement in insurance brokerage and the sale of non-variable life, health, and disability products as an outside business activity, which the firm’s advisors hold licenses to sell. The firm also operates a prime brokerage account in its own name for block bond purchases and lists a principal with CPA and Personal Financial Specialist credentials, reflecting a combination of accounting/tax-oriented expertise with its investment advisory services.

To learn more about the advisors currently working at Frank Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.