Celebrating 25 Years of Service!

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."


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 more than 50 years of cumulative 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
  • Financial Planning
  • Estate Planning
  • Charitable Planning
  • Risk 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.

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

Eric C. Kordsmeier, Managing Director of Legacy Planning

Our Team

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