Nicholas Frake

With over two decades of experience in the financial services industry, Nick brings a thoughtful, client-first approach to every relationship. He believes that financial planning is more than numbers – it’s about understanding your life, your values, and your vision for the future. Whether you’re preparing for retirement, funding a child’s education, or simply seeking clarity in your financial life, Nick partners with you to build a strategy that aligns with your long-term goals and adapts to life’s changes.

Nick helps his clients cut through the noise by bringing discipline, insight, and objectivity to the decision-making process. He understands how easy it is to let emotions guide financial choices and serves as a steady, informed voice to keep you focused and confident – even in uncertain times. His goal is to build lasting relationships and provide peace of mind through personalized guidance and ongoing support.

Nick began his career in 2002 at T. Rowe Price, where he gained foundational experience in mutual funds, retirement planning, brokerage services, and education savings strategies. Since 2007, he has continued serving clients as a dedicated financial advisor, helping individuals and families navigate their financial lives with clarity and confidence. He is a proud alumnus of Loyola University Maryland.

Outside the office, Nick enjoys life in Chadds Ford with his wife, Amanda, and their two sons, Andrew and Charlie.