A complete list of active advisors currently associated with Frontier Financial Planning

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

Frontier Financial Planning provides comprehensive wealth management, one-time (baseline) financial planning, and ongoing investment management for individuals, some high-net-worth clients, and not-for-profit organizations. The firm also offers educational seminars and speaking engagements to groups, and may refer clients to third‑party professionals when appropriate. The firm operates on a fee‑only basis and typically constructs passive portfolios using index mutual funds and ETFs, while also utilizing a third‑party sub‑advisor (GeoWealth) for certain accounts and programmatic services such as tax‑loss harvesting. Clients grant limited discretionary trading authority and plans are implemented with a client‑specific investment policy statement and quarterly reviews. Compared with many independent peers, Frontier is a small, solo practice managing roughly $15 million across about 22 client relationships and explicitly includes charitable organizations among its client types. Its combination of a concentrated client base, the use of an institutional sub‑advisor for tax‑efficient strategies, and the provision of both paid and pro‑bono educational seminars is less common among firms in this category.

To learn more about the advisors currently working at Frontier Financial Planning, 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.