The Frontier Investment Group is a high performing advisory team providing multigenerational family wealth management, investment advice and financial planning to a limited number of families, individuals and foundations. With more than 35 years of combined experience, our team’s comprehensive approach and focus on client relationships allows us to provide the right advice at the right time making a positive difference in the financial lives of our clients.
We listen carefully to our clients throughout the financial planning process to collaboratively develop holistic, understandable and effective solutions. Our network of BB&T partners, estate attorneys and Certified Public Accountants enables us to incorporate credit solutions, insurance strategies, estate planning and tax minimization strategies. Our involvement with each generation of our client families has resulted in meaningful financial legacies and multigenerational wealth transfer.
In 2017, The Frontier Investment Group was recognized as the top advisory team from the Mid-Atlantic Region of BB&T Scott & Stringfellow for partnering with BB&T to deliver credit solutions, insurance strategies, and capital market services.
Ashli Luse and Kathleen Duffy are the client service associates for The Frontier Investment Group.
Ashli started with the team in April of 2017 and Kathleen joined in February of 2018. They both provide excellent service for the team’s clients.