Fross and Fross Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Fross and Fross Wealth Management is a financial services firm based in The Villages, Florida, focused on retirement planning and long-term wealth management. The firm serves a predominantly retiree client base, addressing concerns such as income longevity, inflation, taxes, and rising healthcare costs to help protect and grow wealth over time. It emphasizes a team-based approach with experienced professionals who act as financial coaches guiding clients through major long-term decisions that shape their financial futures.

Securities and advisory services are provided through LPL Financial, a registered investment advisor, which situates the firm within a regulated investment ecosystem and aligns its offerings with industry standards. As a small to mid-sized practice, it emphasizes personalized guidance tailored to retirees, leveraging its local presence paired with the resources of a national brokerage and advisory platform.

Sign up for free to view info

Company overview Email format