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Investment Philosophy

The Frontier Investment Group is a high-performing advisory team that provides multi-generational family wealth management, investment advice and financial planning to a limited number of families, individuals, and foundations. Our team’s comprehensive approach and focus on client relationships allows us to provide the right advice at the right time so we make a positive difference in the financial lives of our clients.

We listen carefully to our clients throughout the financial planning process to collaboratively develop a solution that is holistic, understandable and effective. Our network of BB&T partners, estate attorneys and CPAs 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 multi-generational 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 and insurance strategies.

Business Development Officer

Rachel Calvert

Client Service Associate

Ashli Luse

The Frontier Investment Group

Richmond, VA

901 E Byrd St., Suite 500
Richmond, VA 23219
P: (804) 643-1811

Publications of Interest