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Working with us

We help you build today and prepare for tomorrow.

We provide objective guidance to our clients—from individuals to companies—to grow and preserve their wealth and ensure their long-term financial security.

Who we work with

Become our next success story

Our mission is to support yours. Our clients impact their communities and the world in many different ways. By supporting them, we help drive the mission of each client.

See how we have impacted our clients

Failing State Pensions

PA Charter Schools

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Retirement for Everyone

Family Business

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Growing Generational Wealth

Family

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Legacy, Simplified.

Construction Company

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Real Clients. Real Tax Savings.

Legal Exec

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Bankers Who Care

Pension Termination

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Meet Our team

About us

We are retirement plan consultants, financial planners, and investment analysts empowering companies and individuals to drive towards financial success.

We are led by our desire to produce great work and drive the individual mission of each of our clients.

Learn more about our people

Insights and capabilities that set us apart

Why FRS?

We not only have the knowledge, experience, and capacity to deliver your financial guidance on a high level, but we also go many steps beyond with additional value-added services that set us apart from other financial planners.

Learn more about our additional benefits