about
W. David Frier has been working with individuals for more than 40 years, focusing on their cash flow, income tax, estate planning, and investment strategies. He is currently an enrolled agent, qualified to represent clients before the IRS regarding any type of tax issue. After working with numerous national firms, beginning with EFHutton during the mid to late 80s, subsequently part of the largest independent brokerage firm, LPL Financial Services for more than 24 years. In 2017 David set up his own firm, Pathway Advisors Group, which he managed for more than 7 years, only recently becoming an independent advisor with the firm Maia Wealth Management Group, with offices in various states with the main office in Downtown Denver.
David's planning emphasis will be a focus on comprehensive income tax planning, along with comprehensive estate planning strategies, designed to minimize costs and expedite the transfer of client assets to heirs with the least expense and administrative time. He continues to live in Colorado Springs, CO with his wife Kay, finding time to travel, play a modest game of golf, and enjoy a mountain retreat formerly owned by Kay's grandparents.