Frandsen Morrill Advisors is a Registered Investment Advisor (RIA) firm that provides holistic financial planning and wealth management services. The firm operates on a fee-only basis, meaning its revenue comes directly from clients rather than commissions on financial products, which is central to its mission of providing objective and unbiased advice. Founded to serve as a client's personal Chief Financial Officer (CFO), the company integrates various aspects of personal finance, including investment management, retirement planning, tax strategies, and estate planning, to help clients achieve their long-term financial goals.

Founded in

United States