Investment Services Lincoln

Brandon Frye, CFP®, Robertson Stephens

Investment Services Lincoln
Senior Vice President, Robertson Stephens

Address
55 Old Bedford Rd
Suite 306
Place
Lincoln, MA   01773 
Landline
(978) 318-0900
E-Mail
brandon.frye@rscapital.com
Website
www.rscapital.com

Description

Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of Fixed Income at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts. Having joined the firm in its earliest days, Brandon spent 15 years helping Vodia become a national player. Over the years, he contributed to many aspects of the business, including ongoing portfolio management, designing and implementing complex fixed income strategies, and managing client relationships. Before joining Vodia, Brandon served six years in the United States Marine Corps Reserve. Brandon graduated from Capella University with a bachelor’s in Business and a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, he volunteers as a financial coach for Wings for Widows, a nonprofit dedicated to helping newly-widowed men and women navigate the financial trauma of loss. He lives with his family in Assonet, Massachusetts, where he spends countless hours optimizing travel-hacking strategies and dreaming of warm Mallorcan summers.

Keywords Comprehensive fiduciary financial planning, Holistic wealth preservation strategies, Values-based investment management, ESG and socially responsible investing services, Legacy planning for multigenerational wealth, Tax-advantaged charitable giving strategies, Discretionary portfolio management services, Private client wealth solutions, financial advisor for small business owners, Wealth management services for professionals, Financial planning for tech industry employees with stock options, Retirement planning, Financial services for blended families and complex estates, Estate planning for investors, Fiduciary financial advisors for high-net-worth individuals, Best investment strategies for retirement income, Financial planning for early retirement goals, Minimizing capital gains taxes through portfolio rebalancing, Managing wealth during a major life transition, Planning for long-term care without draining retirement savings, Fee-only fiduciary advisor with a holistic approach, Ethical financial planning with transparent fees, Independent financial advisor with a client-first focus, Personalized investment strategies aligned with your values, Wealth management firms specializing in retirement planning.

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(978)318-0900 (978)-318-0900 +19783180900

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