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Our Qualifications

We offer objective, independent wealth management services guiding you in investment portfolio management, insurance, and tax strategies to help you pursue your personal goals in life. In addition to the requisite securities registrations and insurance licenses, our team of advisors is represented with degrees in Finance and Economics and credentials such as Accredited Investment Fiduciary (AIF), Certified Financial Planner (CFP) and Fellow of the Society of Actuaries (FSA). Each year our advisors devote time to continuing the necessary professional education to stay abreast of this fast moving industry and to better serve our clients.

Our advisors are consistently recognized by our business partners, professional peers and community groups as leaders and high achievers. FRA advisors regularly discuss research and ideas with each other in a collaborative atmosphere in which we believe our clients benefit from the strength of each individual on our team.