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Fryar Financial

Financial planning firm helping career professionals and business owners plan retirement and advising on workplace plans

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About Fryar Financial

Fryar Financial is a financial planning firm led by Marcus W. Fryar, who holds the CFP, ChFC and SE-AWMA designations. The firm, registered as Fryar Financial LLC, works with working professionals and company owners who want to decide for themselves when and how they stop working, using a clearly set out advice model that checks whether clients are on track for their goals.

Services

  • Retirement planning: building strategies around each client's retirement goals.
  • Wealth guidance: advice on growing and preserving wealth over time.
  • Retirement plan advisory: helping employers get more from workplace retirement plans for themselves and their staff.
  • Goal Planner tool: an online tool that gives a personalised recommendation.

Customers and markets

  • Corporate professionals
  • Business owners
  • Athletes and athletic coaches

Key facts

  • Lead adviser: Marcus W. Fryar, CFP, ChFC, SE-AWMA
  • Experience: 15 years, through 12 market downturns
  • Clients: more than 100 retirees helped

Profile written by TrustList from the business's own published information, Sep 2026.

Categories & features

Rankings

As of 2026-10-06. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Founded
2011 (15 years) evidence sent

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