Financial Advisors for those who served and their families
Get personalized financial guidance built around the unique benefits, challenges, and career paths of America’s sea and air service members.
Experience the difference of having a trusted partner who understands your military background and is committed to helping you turn your financial goals into reality. Your future starts now—and we’re here to help you navigate a confident, prosperous tomorrow.
Ronald Friddle
Chief Financial Advisor, US Veteran
About Us
Ronald Friddle brings over 23 years of financial industry experience, backed by a lifetime of service to the military and federal community. A retired military officer and former federal civil servant, he has spent decades working almost exclusively with public employees, leading transition assistance programs and delivering retirement seminars across military bases in the Washington, DC and Baltimore metro areas for senior military and civilian leaders.
A graduate of the United States Naval Academy and a Naval and Air Force Aviator with 20 years of honorable service, Ronald understands firsthand the unique financial needs, benefits, and challenges faced by Navy and Air Force veterans. His mission is to provide clear, trusted financial guidance that empowers fellow servicemembers and their families to build confident, secure futures.
Services
From streamlined scheduling and flexible planning sessions to ongoing support when life’s financial challenges arise, we’re here to ensure your path toward financial security is clear, confident, and stress-free.
Estate Planning - Wills & Trusts
We make estate planning simple, affordable, and accessible by helping you create your essential legal documents online. With attorney-crafted templates for revocable living trusts, wills, advance medical directives, and durable powers of attorney, you can quickly build a personalized estate plan that protects your family and preserves your legacy—without the stress or high cost of traditional planning.
Retirement Roadmap
We help U.S. veterans get a clear, visual picture of their entire financial life so they can make confident decisions about their benefits, retirement, and long-term goals. Our easy-to-understand financial map brings together your assets, income sources, military and federal benefits, and future objectives all in one place—making it simple to identify gaps, stay organized, and plan your financial future with confidence.
Financial Planning
Service Member Vets builds personalized financial plans designed around the unique needs and benefits of Navy and Air Force veterans. Whether it’s budgeting, debt management, maximizing military and federal benefits, or preparing for retirement and estate planning, we create a clear roadmap that supports both your short-term goals and long-term mission. Every plan is a tailored blueprint—ensuring each step of your financial journey aligns with your service, your aspirations, and your future.
Testimonials
★ ★ ★ ★
As a Navy officer preparing for retirement, I was overwhelmed by TSP choices, survivor benefits, and how my service time would factor into my long-term plan. Ron broke everything down in plain English and built a roadmap that actually made sense. For the first time in years, I feel confident about my financial future.
M.R., U.S. Navy (Ret.)
★ ★ ★ ★
He walked me through every financial consideration: healthcare, federal employment options, taxes, and how to maximize my military pension. No one has ever connected the dots like this before. His guidance gave me clarity and peace of mind during one of the biggest transitions of my life.
J.T., U.S. Air Force (Ret.)
★ ★ ★ ★
As a dual-military Navy family, our finances were complicated with deployments, PCS moves, blended benefits, college planning for our kids. Ron understood every detail of our situation and created a plan that fit our lifestyle perfectly. We finally feel organized, prepared, and aligned with our goals.
A.K., U.S. Navy
★ ★ ★ ★
After transitioning from the Air Force to a federal role, I struggled to navigate my TSP and benefits. Ronald created a clear plan that aligned with both my military and civilian careers. For the first time, I feel fully in control of my financial future.
H. W., Former U.S. Air Force
FAQS
What can financial planning do for me?
Financial planning is a personalized roadmap to help you achieve your financial goals. It encompasses budgeting, investment strategies, retirement planning, and more. Our experts tailor a plan to your unique circumstances, guiding you toward a secure and prosperous future.
How do you ensure my investments are secure?
Our investment management approach prioritizes diversification and staying informed about market trends. We actively monitor and adjust your portfolio to seize opportunities and manage risks, aiming to maximize growth while safeguarding your investments.
Why do I need estate planning?
Estate planning ensures your wishes are carried out after your passing. It involves creating wills, trusts, and other arrangements to distribute your assets as you desire. This process minimizes confusion and legal complications for your loved ones, preserving your legacy and ensuring their financial security.
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