Travis D. Frayard,
CFP®, CIMA®, CEPA®, CPM®, CRPS™
Travis is a Founder, Partner, and Director of Investments at Family Office Partners. He brings over 15 years of experience to his work, focusing on managing portfolio allocations and monitoring performance across client accounts. Known for his passion in helping individuals achieve their financial goals, Travis has built a strong reputation for thoughtful guidance and results-driven portfolio oversight.
Prior to his current role, Travis served as a Senior Portfolio Manager in the UBS Personal Managed Portfolio (PMP) Program. There, he managed customized investment strategies, implemented proprietary model portfolios, and provided clients with traditional financial advice and guidance. His extensive background in portfolio management continues to shape his disciplined, client-centered approach today. He held the title of Managing Director at UBS and was recognized among the firm’s Chairman Club advisors.
Travis is married to Caitlyn and they have two small children.
Credentials:
The Certified Financial Planner™ (CFP®)1
Certified Investment Management Analyst® (CIMA®)2
Certified Exit Planning Advisor® (CEPA®)3
Certified Portfolio Manager (CPM®)4
Chartered Retirement Plans Specialist™ (CRPS™)5
Recognized as an industry leader:
Barron’s Top 1,200 Financial Advisors, 20236
The Barron’s rating is awarded annually in March and is based on information from the prior year Q3.
Financial Planning Top 40 Financial Advisors Under 40, 20237
The Financial Planning rating is awarded annually in Q1 based on information from a 12 month period ending in September of the prior year.
Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2022, 2023, 20248
The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024, 20258
The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
Forbes Best-in-State Wealth Management Teams, 2023, 2024, 20259
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 20248
The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
1The Certified Financial Planner™ (CFP®) certification is a professional designation conferred by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® marks, an individual must meet education, examination, experience, and ethics requirements related to financial planning. Certificants must also complete ongoing continuing education to maintain the designation.
2CIMA® (Certified Investment Management Analyst®): The Certified Investment Management Analyst® (CIMA®) certification is a professional designation for financial professionals who want to better serve their clients with complex investment challenges. The CIMA® mark is issued by the Investments & Wealth Institute® and signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application.
3CEPA® (Certified Exit Planning Advisor®): The Certified Exit Planning Advisor® (CEPA®) is a designation offered by the Exit Planning Institute. To earn the credential, advisors must complete 100 hours of coursework focused on strategies for helping business owners plan and execute successful ownership transitions and pass a comprehensive final examination.
4CPM® (Certified Portfolio Manager): The Certified Portfolio Manager (CPM®) designation is a professional credential for experienced financial analysts and portfolio managers. It is offered by the Academy of Certified Portfolio Managers (ACPM) in conjunction with Columbia University. To earn the designation, candidates must complete a rigorous curriculum, pass a final examination, and have at least three years of relevant professional experience.
5CRPS™ (Chartered Retirement Plans Specialist™): The Chartered Retirement Plans Specialist™ (CRPS™) designation is a professional financial planning credential for advisors who specialize in creating, implementing, and maintaining retirement plans for businesses. The designation is conferred by the College for Financial Planning and requires advisors to complete a course of study and pass an examination covering the design, installation, maintenance, and administration of retirement plans.
6The Barron’s Top 1,200 Financial Advisors rating for 2023 was awarded in March 2023. The ranking is based on information from the third quarter of the prior year.
7 Financial Planning Top 40 Financial Advisors Under 40 (2023): This rating was awarded in the first quarter of 2023 and is based on information from a 12-month period ending in September of the prior year.
8The Forbes rankings are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, compliance records, and assets under management, to rank advisors. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither the advisor nor their firm has paid a fee to Forbes or SHOOK Research in exchange for the ranking, but may have paid for marketing materials or promotional use of the ranking. For more information, please see www.shookresearch.com.
9Forbes Best-in-State Wealth Management Teams (2023, 2024, 2025): This rating is compiled by Shook Research and awarded annually in January. It is based on information from a 12-month period ending in March of the prior year.