Navigate Retirement with Confidence
Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.
Our Story — Part I
Fryar Financial's vision is deeply personal…
A few years after opening the accounting and tax practice, Marcus began to notice a pattern. Many of his tax clients weren’t receiving additional advice that coordinated with their investment strategy. Year after year, clients would bring in statements with retirement withdrawals that produced enormous tax liabilities, or investment statements with taxable capital gains and dividends that no one had planned for.
It was obvious that their investment advisor was not considering a tax strategy or even basic tax management. If something this fundamental was missing from the conversation, Marcus had to ask a hard question: What else was lacking that our clients needed?
Fryar Financial was born out of that tension—the conviction that families deserve more than isolated advice. They deserve a coordinated, thoughtful approach where tax, investments, and life decisions are all part of the same conversation.
Our Story — Part II
Fryar Financial is born…
Having previously been securities licensed, Marcus opened Fryar Financial in 2006 to provide the personalized advice and strategies required to help clients reach their goals. What began as a response to gaps he saw in the industry quickly became a mission to deliver something better.
This was the first step toward ensuring that clients received holistic planning—guidance that helped them use their assets as efficiently as possible, considering both costs and taxes, so they could pursue their dreams with clarity and confidence.
But still, there was more to do…
Our Story — Part III
Discomfort with the status quo…
A conversation with a wholesaler uncovered industry practices that revealed the tremendous corporate greed embedded within the broker‑dealer model. Layers of incentives, proprietary products, and sales-driven expectations stood in stark contrast to what clients truly needed.
That conversation became a turning point. It provided the catalyst for Marcus to build a company where advisors were free from product pressures—and where clients could experience wealth management as a deeply personal, transparent, and trustworthy endeavor.
Fryar Financial would not simply be another advisory firm. It would be a place where integrity shaped every recommendation and where clients’ lives—not corporate agendas—set the direction.