Should you have an independent and fiduciary Certified Financial Planner?

The answer is a resounding — YES! We at Frontier Wealth Strategies believe everyone should, but the reality is people don’t normally seek out a CFP®. It may be the fear of cost or just lack of knowledge that keeps individuals from seeking the advice of a highly trained, experienced professional. Well, we want to change that — starting with you!

We live in a global economy and a complex world where the responsibility is becoming increasingly dependent on the individual to oversee their own financial destiny. You don’t have to do this alone. Now, more than ever, you need assistance with your financial planning – and you should find someone you can trust, who cares about you, and is passionate about you obtaining financial wellness.


Customized Financial Planning

You deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to an investment firm, bank or insurance company can provide.

Our client services include, but are not limited to, the following areas:

We offer customized financial planning by independent Certified Financial Planners.