Financial Viability while Achieving Future Wealth Goals with Michael Frost

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By Christian D Evans. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

🎁 Gift for All Podcast Listeners Below 👇| Michael is one of the co-founding Partners of Heritage Family Offices, LLP. Michael is known as a thought leader in the professional services industry based on his 10 years of experience owning and operating a multidisciplinary firm. Prior to starting HFO, he spent his career as a wealth manager and investment advisor for a few of the most prestigious financial institutions. After years spent in the institutional space, Michael recognized the value of having tax, law, wealth management, and insurance services all under one roof.

As a result, he opened a Registered Investment Advisory Firm, a CPA firm, and Insurance company. He also aligned himself with the sophisticated planners at Nelson Law Firm, now known as HFO Law Group. With an emphasis on professional collaboration, Michael brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Heritage family.

Michael currently works with the firm’s highest net worth clientele and consults for the firm’s CPA partners.

LinkedIn: https://www.linkedin.com/in/michael-frost-229138184/

Website: https://heritagefo.com/team/michael-frost

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238 episodes