Services

Retirement Plans

Retirement Plans Built with Purpose

Defined Contribution Plans

Investment, fiduciary, and participant services for 401k, 403b, and other defined contribution plans

Defined Benefit Pension Plans

Investment and fiduciary services for defined benefit plans

Deferred Compensation Plans

Investment and plan support services for non-qualified deferred compensation plans

11%

Average increase in participation

96%

Year-over-year client retention

24%

Increase in deferrals

Based on actual client data for the 6 year period ending 3/31/17 as compiled by FRS Advisors. May not be representative of all client results and is not indicative of future performance.

Our process drives active participation and retirement readiness, while helping to manage the complexities of running a defined contribution plan.

View our retirement plans

Wealth Management

Investment Management Services

FRS Advisors offers comprehensive investment management services to individuals and families. Through detailed and sophisticated financial planning, our private wealth management services offer a high degree of customized wealth management solutions.

We will help you build and preserve your personal wealth through the following services:

Customized Financial Plan Development
Qualified and Non-Tax Qualified Investment Management
Custom Asset Allocation Models
Integration of Philanthropic and Investment Goals
Coordinated Tax Planning
Ongoing Fiduciary Advisory Services
Risk Management Strategies
Wealth Transfer Planning

We provide professional, objective advice to our clients in all aspects of their financial lives through our highly customized Private Wealth Solutions.

Learn more about our wealth management solutions