The History
Founded by the Fross Brothers nearly two decades ago, our firm is conveniently located in downtown Lake Sumter Landing and the Brownwood Paddock Square in The Villages, Florida, collectively serving over $1 billion in brokerage and advisory assets through LPL Financial*.
Our financial planning approach caters to both pre and post retirees, ensuring a seamless transition into retirement and financial security throughout their golden years. We specialize in customizing asset management and investment strategies to help retirees navigate a complicated and ever-changing investment landscape.
*As of May 12, 2026
Forbes Best-In-State Wealth Advisors
The Forbes Best-In-State Wealth Advisor ranking won by Thomas Fross, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Mission
At Fross & Fross Wealth Management, we believe our clients have unique needs and deserve an advocate. We exist to provide financial confidence through knowledgeable, independent and ethical advice.
Fross & Fross Wealth Management - Friends & Family Investing in Life Together
The Commitment
When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. We are financial coaches, helping our clients manage the long-term decisions that ultimately determine the wealth, which they and their families accumulate.
