Brian Frank

Brian Frank

Formal First Name

For more than 28 years, Brian Frank has been providing comprehensive investment and wealth management planning services to his clients. His experience lies in coordinating all aspects of the financial planning process on behalf of individuals, foundations, and corporate clients. He is recognized in many areas of financial and wealth development; especially in issues surrounding investment management, philanthropy, estate, and trust planning strategies, retirement planning and life insurance risk management.

Professional Experience

Academic History

  • Ranked #19 on Forbes America's Top Wealth Advisors 2020
  • Ranked #3 on Forbes Best-In-State Wealth Advisors 2020