Welcome to F.R. Owen & Associates

"Perhaps the most important financial decision you'll ever make is choosing a financial advisor"

– Frank Owen, President

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What We Do

We provide our clients with dependable solutions on financial matters through guidance, genuine caring and steadfast service, helping them achieve their retirement goals.

A successful financial strategy depends on sound information, planning, execution and adjustment to change. We help educators and their families with their retirement, investment and insurance needs.

Our experienced and knowledgeable Advisors help clients grow and protect their portfolios from inception through retirement. Our dependable support staff are always available to assist our clients.

Who We Are

F.R. Owen & Associates began as a family company in 1980, primarily serving the K-12 public school market.  In 2008, we joined the U.S. Retirement Partners network of independent firms, affording us access to a national network of resources for public and private employees. Technology and the marketplace are always changing, but our personal attention and commitment to you will never change.

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Visit the Financial Wellness Center for unbiased educational self-help tools to guide you on your path to financial wellness.