Frontier

fron•tier / frən-‘tir / noun


the extreme limit of understanding
or achievement in a particular area.

SEE THE FRONTIER DIFFERENCE

WHO WE ARE

Dedicated to Service


We are a wealth management firm dedicated to building relationships and enriching lives. Our team of professionals brings a life-centered approach to financial advice, putting our clients, their families, and their unique goals at the center of everything we do.

WHAT WE DO

Redefining Wealth Management


Evolving beyond the traditional investment-focused service model, Frontier focuses on all facets of our clients’ financial lives. Retirement Planning, Tax considerations, Legacy Planning, Investment Management and more are all interconnected elements that impact our plans for the future. Frontier’s comprehensive view enables us to build a clear plan that puts these elements in harmony.

WHY WE DO IT

Impacting Lives


Everyone deserves to feel confident in their future. Everyone deserves to find meaning in how they spend their time, energy, and talents. We get the same confidence and meaning out of working with our clients that they do when planning for their future. This is our life’s work, and these investments continue to compound over time.

SEE HOW WE DO THIS

NO HIDDEN FEES, NO SUPRISES

Transparency is our Policy


As a fiduciary, transparent fees are crucial in building trust and fostering strong client relationships. By clearly outlining all costs and charges associated with our services, clients can make informed decisions about their financial goals and understand the value they receive.

VIEW OUR FEES

HOW WE DO IT

Our Team, Your Goals


Every Frontier client has a team of credentialed professionals working on their behalf. We first seek to understand your circumstances and priorities and use that information to begin building a plan for your future. Advisors will help guide you and ensure you stay on track, portfolio managers will build and implement a portfolio, financial planners will analyze and refine the plan along the way, and other valuable members of the team will work together to strive to continue to deliver a gratifying service experience.

frontier investment management how we do it diagram

01 | WEALTH ADVISORS

Deliver actionable financial plans and ongoing organization, education, and accountability

02 | RELATIONSHIP MANAGERS

Bring friendly and reliable client service to ensure day-to-day needs are met

03 | FINANCIAL PLANNING TEAM

Introduces a wide breadth of solutions to help achieve client specific goals

04 | INVESTMENT COMMITTEE

Responsible for security selection and daily portfolio management

05 | NETWORK PARTNERS

Provide tax, legal, private banking, insurance, and other trusted services

06 | DIRECTORS

Maintain a dedicated level of client service throughout the customer experience

CONTACT US

Have questions about our work?

We’d love to hear from you.


frontier@frontierinvest.com

(972) 934-2590

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Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

This firm is not a CPA firm.

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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