Frontline Investment Advisors - Tampa, Florida

Lisa K.

Devin has been managing my accounts for about 10 years. He is knowledgeable, trustworthy, and attentive to my goals and needs. Devin excels in offering personalized guidance and has a strong understanding of market trends. He is able to simplify complex concepts and provide clear, actionable strategies to help me meet my retirement goals. Devin is a great advisor who has worked to foster a long-term relationship built on responsiveness, transparency, and mutual respect. I highly recommend Devin and the Frontline Team!

Amy E.

Devin at Frontline Investment Advisors is a top notch financial advisor. He's available when you need him and will take the time necessary to make sure you feel secure in the plan he has put together for you. Having Devin as my financial advisor has helped me breathe a little easier and know that my financial future is being closely monitored and managed to it's best advantage.

Grant W.

We could not recommend Frontline Investment Advisors highly enough! Start to finish, the team has demonstrated exceptional professionalism, expertise, and care. Devin has been absolutely invaluable in helping us build a comprehensive financial plan tailored to our unique circumstances and helping balance our own market views and goals. He has a canny ability to simplify complex financial topics to provide clear / actionable advice, making our investing process effective and stress-free.

Additionally, the front office team, led by Stefanie and Elizabeth, are a pleasure to work with. They are incredibly responsive, courteous, and proactive, ensuring that every question or concern my wife and I had was addressed promptly and thoroughly. Their commitment to excellent customer service is obvious and made us feel truly valued as clients.

If you’re seeking a financial planning and wealth management firm that combines personalized service with top-notch expertise, Frontline Investment Advisors should be your first choice!

L A. L.

I’ve been working with Devin in past years and now with him at Frontline with regard to my investments and retirement accounts. He is a wealth of knowledge, always professional and cares about the relationships he builds with his clients. If you’re looking for financial advice, call Devin Richard. It will be the best decision you could make about your future.

Lisa L.

I have been working with Devin for a few years and cannot say enough great things about him and his team. He is very knowledgeable, patient and always responsive to my needs. His client centered approach is what makes him and Frontline stand out from the rest. Highly recommend!

Lisa O.

I have worked with Devin Richard for five years. He is professional and personable. The portfolio he has created for me is excellent. He explains everything in a clear and concise manner. I have recommended him to friends and will continue to do so in the future. His office staff, Elizabeth and Stephanie, are always there to assist and are extremely supportive.

Kathy

I highly recommend Frontline and my advisor Jonathan Vila. Jonathan is very knowledgeable, professional and personable. He is excellent at analyzing your financial goals and advising in a clear concise manner. Frontline has the latest tools to monitor and keep your accounts current.
Stephanie is also very knowledgeable, professional, personable and is extremely helpful.
In short I completely trust them with my finances.

Katie Y.

December 5, 2024

We have worked with Devin Richards as our financial advisor and manager for several years and it is our pleasure to write this review. We first became involved with Devin when we were both full-time employees. As time passed, we started contemplating retiring a little earlier than the typical retirement age. Devin assisted us in helping to review our current financial circumstances and determining what our long-range plans, goals and desired outcomes would be. From there, he helped us chart out a financial plan by building and diversifying our portfolio in ways that would not only meet our immediate needs but be sustainable to take us well into our retirement years and beyond with a sense of financial security and stability. (A huge relief as we contemplated early retirement.) Along with his guidance and steady forecasting, Devin provided us with all the necessary information, data and tools needed to make well-informed decisions going forward. He continues to keep his finger on the pulse of our portfolio along with identifying opportunities, threats and risk and keeps us fully apprised. Though he is the first to admit that he does not have a “crystal ball” we feel confident that he has our best interest at heart and is instrumental in helping us make decisions knowing specific to our degree of comfort to risk taking.
Among Devin's many positive attributes we consider his “communication” skills to be second to none. Not only does Devin respond to our calls and emails in a timely manner he also has the remarkable ability to communicate ideas, concepts, and strategies in an extremely clear and concise manner and in a language we can understand. We strongly feel that our concerns, questions, and ideas are fully recognized and validated. We appreciate that when we meet with Devin, he is always well prepared. We can tell that he has already given our portfolio considerable forethought prior to meetings and is ready to provide us with an update and other creative and innovative approaches to our investments. We appreciate that he provides different scenarios that include the pros and cons of each option, then allows us to make decisions that are fact based and best meets our needs at the time.
Additionally, if we have questions or needs that Devin feels is out of his professional “wheelhouse” he readily admits it and guides us the right to direction to get the assistance we need. He always follows up with us at the next meeting to inquire if we were able to resolve or find answers to our questions.
On a different but relevant note, we would like to complement the Frontline team on the technology tools that have made readily available to us for monitoring and managing our portfolio. We can access our personal financial statements with navigational ease and the format is simple to review and understand. The mobile apps are a tremendous help as well. We can access our accounts via phone, laptop, and iPad even in remote locations.
In closing we would just like to say how much we appreciate Frontline and Devin for helping us with the arduous task of our fiscal management and planning and we look forward to a continued relationship built on trust and admiration.
Katie and Brian Yeates