Our Team

Our Team

We structure our business around your values, desires, and objectives, not your investments. We believe that a strong relationship with a competent, caring, and thorough adviser is the best way to help you achieve your most important financial goals. We are absolutely dedicated to providing the highest level of personalized client service, or as we refer to it, "Frankly the Best Client Service."

We further distinguish our practice by prioritizing the following:

Thoroughness: Because we work with an elite team of experts, we can anticipate your financial challenges and address them effectively and efficiently.

Convenience: By centralizing the wealth management process, you can spend less time thinking about your financial affairs and more time doing what you love to do.

Discretion: In order to offer you maximum protection, we are dedicated to the highest ethical values and exercise a high degree of discretion in all aspects of our work.

Value: Consolidating financial services through Frank Wealth Management Group helps you reduce your investment costs through more strategic, comprehensive planning.

Stephen N. Frank, AIF®

Wealth Management Adviser

Stephen grew up in Pittsburgh Pennsylvania and graduated from Edinboro University of Pennsylvania with a Bachelor of Science in Finance. In 1987, Stephen began working in the financial services industry as a life insurance agent with a large general agency in the North Hills of Pittsburgh. He was both a successful agent and recruiting sales manager, prior to requesting a transfer to the company’s Central Ohio branch office. In Ohio, Stephen’s focus shifted to asset and investment management. A few years later, he joined a large general agency in Upper Arlington and helped a senior adviser grow the 401k/retirement plan business. It was at that time Stephen realized his passion for assisting plan sponsors and their employees prepare for retirement. In 1998, Stephen joined a small financial services group in Dublin, as a partner.  Ultimately in 2009, Stephen stepped out on his own to establish Frank Wealth Management Group, Ltd. in Powell, Ohio where he continues to help businesses and professionals make educated decisions about their financial lives. 

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Stephen’s professional efforts are supported by his expert staff, Ben and Kathy, and also the extensive resources of Commonwealth Financial Network® (Commonwealth), their broker/dealer.

 


Stephen holds the FINRA Series 6, 7, 22 and 63 securities registrations. In addition, he has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and recommendations must align with your specific objectives, timeframe and risk tolerance.


Stephen is an active member of the following professional organizations:

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The Summit Study Group is a small select group of creative, innovative, and growing financial service professionals who meet semiannually–with the purpose to provide mutual support, discuss growth strategies and share perspective among peers in an educational setting. 

 

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The Retirement Plan Advisory Group is an exclusive alliance of independent advisors inspired by serving the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology.

 

 

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The National Association of Plan Advisors is an association with a core purpose to enhance retirement security in America.

 

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National Association of Insurance and Financial Advisors is an advocate for positive legislation and regulatory environment, enhance business and professional skills and promote ethical conduct of members. 

 

 

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The Financial Services Institute is an advocate for access to competent and affordable financial advice, products and services delivered by a network of independent financial advisors and firms.

 


Involved in the community, Stephen is a member of The Powell Area Chamber of Commerce, the Powell United Methodist Church and a volunteer at the Common Ground Free Store in Delaware, Ohio. He is a retired Dublin Youth Athletic Association (DYAA) football coach and Olentangy Little League baseball coach. Currently, Stephen serves as a board member at Wedgewood Golf and Country Club. 


Stephen is an avid golfer. In 2016, Stephen traveled to Scotland with a group of 12 gentleman to play some of the oldest and toughest golf courses in the world (bucket list!). He was fortunate, one rainy late afternoon, to walk on at The Old Course at St. Andrews and play 18-holes with three native Scotsmen. 


Stephen and Holly, his wife of more than 25 years, have three active children. They spend their weekends at dance performances, track meets, and hockey and lacrosse games. Serious Pittsburgh Steelers and Columbus Blue Jackets fans, Stephen and his family enjoy attending or watching games on TV together. 

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Stephen N. Frank is proud to have been recognized as a Summit Club advisor for 2016 – a distinction based on annual production attained this year by just 22 percent of advisors affiliated with Commonwealth Financial Network®.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

Benjamin H. Kyler

Wealth Management Adviser

Ben began working with Stephen in 1999. He conducts research and develops custom financial and investment plans for Frank Wealth Management Group clients and works closely with Stephen to create and monitor clients’ financial plans and investment portfolios. Although Ben’s job is primarily behind the scenes on the computer and monitoring market results, he is always available to answer questions or provide guidance on any issue or concern a client may have.

Ben graduated from Ohio State University with a BS in family resource management. He holds the FINRA Series 6, 7, and 63 securities registrations and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. He is an Investment Adviser Representative and registered representative of Commonwealth Financial Network.

In his spare time, Ben enjoys golf, hockey, and home improvement projects. Ben and his wife, Tracey, live in Powell with their two boys.

Kathy Evans

Client Relationship Specialist

Kathy joined the Frank Wealth Management Group team as a client relationship specialist in 2013. She is the friendly, smiling voice on the other end of the telephone when you call 614.791.4806.

A graduate of Ohio University with a bachelor’s degree ein journalism, Kathy reentered the work force after spending 12 years as an at-home mother and volunteer for school, church, social, and philanthropic organizations. Prior to that, she worked as a newspaper reporter. Kathy is a “grammar guru” and our team office manager. In addition, Kathy has some financial services-industry experience, having worked for her father’s tax accounting business.

Kathy lives in Powell with her husband and two daughters. In her spare time, she can be found cooking, reading, volunteering at the elementary school, and enjoying live music.

Holly G. Frank

Client Relationship Specialist

Married to Stephen for more than 25 years, Holly started working with the team at Frank Wealth Management Group in 2010. She is charged with the design, development, and management of human resource and marketing-related projects.

Holly has more than 25 years of consulting experience working with clients in the financial services, chemical distribution, and pharmaceutical sales industries.

A graduate of LaRoche College in Pittsburgh and the University of Illinois at Urbana-Champaign, Holly earned a bachelor of science degree in international business and a master's degree in human resource education.

Holly is a dance-Mom, rowing-Mom, hockey-Mom, and weekend football fan. In her spare time, she enjoys being at home, managing remodeling projects or relaxing with her family.