Frank S. Hennessey

Managing Partner

Phone: 610.917.9600
E-mail: fhennessey@premierplanning.net

Highly respected for his knowledge of retirement and pre-retirement planning, Frank offers his clients a wealth of knowledge and strategies to help them protect their assets, increase income, reduce taxes and pass on more to their heirs.  Rejecting the “one-size-fits-all” approach, Frank offers a unique process to understand his clients’ individual goals and take them step-by-step through the options that best fit their needs. 

Frank began his career in financial services in 1988, after graduating from Ursinus College with a B.A. in Economics. He quickly developed a specialty in planning for the owners of closely held businesses.  He went on to earn the designations Life Underwriting Training Council Fellow (LUTCF) from the National Association of Insurance and Financial Advisors, and Chartered Financial Consultant (ChFC) from The American College, thus expanding his proficiency with investments, insurances, taxes, estate and retirement planning.  Frank soon became highly regarded for his knowledge on the financial matters of retirees.  Over the years and throughout the United States, Frank has conducted many workshops for financial advisors and retirees, teaching strategies related to income planning and wealth transfer.

In 1993 Frank co-founded Premier Planning Group.  He believes it is essential to establish strong client relationships that will enhance their long-term financial success and emotional peace of mind.  Frank finds it especially rewarding, as well as a tremendous privilege and responsibility, to work with several generations of families.

In recognition of outstanding client service and retention, Frank has consistently earned the National Quality Award, the Five Star Wealth Manager Award, and lifetime qualification in the Million Dollar Round Table.

Frank lives in Phoenixville, Pennsylvania with is wife, Joanne, and their three children.  He is an active leader in his church, community and various charities.    He currently serves as board member and Treasurer for Plan of PA, a nonprofit that provides lifetime care management for intellectually disabled adults.

Frank is licensed for insurance and investments in CA, CO, CT, DE, FL, IL, MD, MI, MN, NC, NJ, NY, PA & VA

For all investment related services, please email Frank at fhennessey@aicinvest.com