Build your legacy.

Our Story

Since the founding of Frontier in 1994, we have strived to build relationships and enrich lives.


Our life-centered approach provides our clients with a roadmap to living their best life possible. The Frontier Family is a team of highly credentialed professionals who are dedicated to providing our clients investment and planning solutions. Each member of Frontier has their own unique story about why they do what they do.

"It’s about planning and investing of course, but at our core Frontier is really about people and improving lives."


JUSTIN R. LEESON, DIRECTOR

Our Services

Together, we can explore your financial situation, develop a strategy and move forward according to your own unique goals.


Our network of solution partners includes professionals in insurance strategies, estate planning, tax return preparation and elder law.

INVESTMENT MANAGEMENT Three full-time, credentialed professionals with in-depth industry experience created and oversee the Frontier Investment Committee.

FINANCIAL PLANNING Personal and professional challenges may require risk management, tax strategies, lending options and other financial planning answers.

ESTATE PLANNING Wealth needs to be eventually transitioned according to an individual's goals and objectives.

INVESTMENT MANAGEMENT

Whether establishing a new investment plan or maintaining an active program, we’ll help you meet your financial goals through in-house portfolio management and a carefully selected third-party group of specialized portfolio managers.

FINANCIAL PLANNING

Full-service financial planning extends beyond investing. Our services are tailored to each client’s needs and can include retirement planning, insurance suitability review, tax planning, education planning, and cash flow management.

ESTATE PLANNING

Your estate is the culmination of your life’s work. We’ll work with you to plan for later-in-life scenarios including will and probate issues, survivor planning, revocable and irrevocable trusts, incapacity planning, business succession planning, and family gifting strategies.

CHARITABLE PLANNING

We can introduce you to solutions to establish a tax-efficient legacy of giving through Private or Community Foundations, Charitable Remainder Trusts, Donor-Advised Funds, and Gift Annuities.

RISK MANAGEMENT

Risk management is the process of identifying and assessing the various risks that one may encounter and determining the best ways to protect them from these risks. We provide full insurance and risk management review services, for both personal and professional needs.

"Our job as wealth managers is to help you be the best steward of your available resources."


ERIC C. KORDSMEIER, DIRECTOR

Our Team

Our team is dedicated to providing the tools, education, and support needed to create a positive impact on our clients' financial futures.

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