F R Owen & Associates

At F.R. Owen & Associates, we understand that making informed financial decisions can be a daunting task. That's why we're dedicated to providing you with dependable solutions to help you achieve your retirement goals. Our team of experienced and knowledgeable advisors is committed to guiding you every step of the way.

Our Story

Our journey began in 1980 when Frank Owen III joined forces with his father, Frank Owen Jr., to lay the groundwork for F.R. Owen & Associates. Initially, we primarily served the K-12 public school market, and our client base grew steadily over the years. As our client base expanded, so did our portfolio of products and services. Today, we're proud to be part of the U.S. Retirement Partners network of independent firms, affording us access to a national network of resources for public and private employees.

Our Commitment to You

At F.R. Owen & Associates, we're committed to providing you with personalized attention and guidance. Our dedicated team of advisors is dedicated to helping you achieve your retirement goals, while also protecting and growing your investments. Our expert support staff is always available to assist you with any questions or concerns you may have.

Our Services

We offer a range of services designed to help you achieve your financial wellness. Whether you're looking to plan for retirement, invest wisely, or protect your assets, we're here to help. Our services include:

• Retirement planning and investment management
• Insurance and risk management
• Education and financial literacy programs

Our Connection to U.S. Retirement Partners

In 2008, we joined forces with U.S. Retirement Partners, a network of independent firms dedicated to providing top-notch service and resources to public and private employees. As part of this network, we're able to offer our clients access to advanced administrative products and services, leading retirement investments, sophisticated marketing tools, and other resources.

What Sets Us Apart

At F.R. Owen & Associates, we're committed to upholding the values of integrity, dedication, and service that were instilled in us by our founders. We believe that these values are essential to building long-term relationships with our clients and providing them with the personalized attention and guidance they deserve.

Get Started

To learn more about our services and how we can help you achieve your financial goals, please don't hesitate to contact us. We're here to help you every step of the way.