Barth Frankenberry

Areas of Focus

• Investment Advisor Represenative
• Retirement Income Strageties
• Retirement Planning
• Investment Management
• Estate and Legacy Planning
• Major Life Transitions

Interests & Community Participation

Church

Cruising

Golfing

Spending quality time with my Wife Shannon and 3 Amazing Boys

Traveling

Experience

2024-2005 Life Insurance Agent - Home Beneficial AIG

2005-2014 Life Insurance Management at Monumental Life

2014- Current - Frankenberry Insurance Group LLC - Principal Agent/Founder

2023-Current - Investment Advisor Representative Royal Fund Management

Education

• 2005 Allegany College of Maryland -Associate of General Studies, With a Certificate in Interdisciplinary Leadership Award.
• 2024 CMIP -Certified Medicare Insurance Planner, Society of Medicare Planners
• LUTCF in 2009 - Life Underwriter Training Council Fellow
• The American College of Financial Services

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure