Similar sites like michaelvtrickey.com


Michael V. Trickey, RFC

This Web site is designed to help our clients work towards achieving their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

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Regular Office Hours8:00 AM - 3:30 PM Monday through Thursday8:00 AM - 2:00 PM on FridayAfter Hours Meetings available by Appointment
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We are a full service special needs planning firm focusing on individuals, including business owners, entrepreneurs, professionals and families caring for a loved one living with disabilities or other special needs. We help families coordinate all aspects of their loved one's lives. Areas covered include, but are not limited to strategies involving, special needs planning, special needs trust information, guardianship filing, government benefit eligibility analysis and preservation, investment, estate, retirement, education, insurance and business continuity planning.


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Helping our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.


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This type of attention can be critical to your financial success, which impacts every area and person in your life—from helping to protect who and what you care about, to achieving lifestyle and retirement goals.



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Frontier Financial Group, founded by Jeff Wheeler, CFP® and based in Washington DC, is a financial planning firm serving academic professionals, business owners and members of the international and diplomatic community. We offer individual financial planning, employer-sponsored retirement and health plans and employee educational seminars on topics such as Medicare/Social Security, retirement income planning, investment- and estate planning. We are licensed and serve clients in Washington DC, Maryland, Virginia, Delaware, Massachusetts, New York, North Carolina, Oregon, Pennsylvania, Texas, West Virginia and Wyoming.



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