Frost Financial Health & Wealth Advisory

Frost Financial

Health & wellness Advisory

When you do more, you live more

Frost Financial advisors

Who we are

At Frost Financial, we believe your greatest asset isn't your bank account — it's your health.

We're a boutique financial firm with a bold mission: to help you build a life of abundance — financially, physically, and purposefully.

With deep expertise in wealth strategy and a strong commitment to nontraditional health principles, we don't just guide you toward having more. We help you create a future where you get to live more.

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Mission Statement

At Frost Financial, we believe your health is your wealth.

We exist to serve — helping people live better, more intentional lives using the resources they already have. It's not just about growing your wealth. It's about creating freedom, peace of mind, and a deep sense of purpose.

Our mission is to empower you to live a happier, more abundant life not only through smart financial strategies, but also prioritizing your health.

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Our Services

Stock and Bonds

Individually Managed Portfolios, Built with Intention

At Frost Financial, we offer thoughtfully selected individual stocks and bonds tailored to your goals, risk tolerance, and timeline. Unlike cookie-cutter portfolios, we take a hands-on approach — building your investment plan piece by piece, with care and purpose.

  • Customized portfolios designed around your specific goals and risk profile
  • Investments we understand — and own ourselves
  • A long-term growth mindset with built-in safeguards to help weather volatility
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Customized Investment Management

Your goals aren't one-size-fits-all. Your portfolio shouldn't be either.

At Frost Financial, we build fully personalized investment strategies tailored to your unique needs, risk profile, and long-term vision. Whether you're focused on growth, income, or preservation, every recommendation is made with precision, care, and intention. Unlike large firms offering cookie-cutter solutions, our approach gives you direct access to custom-selected assets — built to evolve with you.

  • Thoughtful portfolio construction rooted in your personal objectives
  • Active management and ongoing rebalancing to keep your plan on track
  • Risk-aligned strategies designed to support confidence in every market cycle
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Retirement Planning

Retirement Planning That Reflects Your Life — Not Just Your Age.

We help you design a retirement that fits your lifestyle, not just your timeline. From projecting Social Security benefits and income needs to mapping out where and how you want to live, our planning process is rooted in longevity, purpose, and peace of mind. Whether you're approaching retirement or already there, we'll create a strategy that supports the life you truly want to live.

  • Customized plans based on your goals, resources, and lifestyle vision
  • Integrated strategies for health, estate, and long-term care needs
  • Social Security optimization as part of a comprehensive retirement analysis
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Marc Frost

Marc Frost

Founder | Financial Strategist

Marc Frost brings decades of experience in financial strategy and wealth building, guided by a passion for helping individuals live longer, richer, and more purposeful lives.

With a Master's in Taxation and a background as a university professor, Marc blends deep technical knowledge with a clear, approachable style. His unique perspective combines traditional financial planning with a lifelong interest in alternative health — offering clients a well-rounded, human-centered approach to wealth, wellness, and retirement.

Whether helping clients navigate complex tax strategies or designing intentional retirement plans, Marc's focus remains the same: aligning your financial life with the life you truly want to live.

Meet The Team

Contact Us

We're here to help you take the next step toward a healthier, more abundant future. Whether you have questions or you're ready to schedule a personalized consultation, we'd love to connect. Reach out anytime, we look forward to hearing from you.

Marc Frost, MTX
President

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