About Us

In 1980 Frank Owen III joined forces with his father, Frank Owen Jr., and laid the groundwork for F.R. Owen & Associates.

Working primarily in the 403(b) market, their client base grew, and by 1988 demand for additional products and services led them to expand the company’s portfolio.

Frank Owen Jr. passed away in 1989, but his spirit lives on in the firm his son incorporated in 1992.  Frank Owen III is quick to tell anyone that F.R. Owen & Associates owes its success to the simple lessons of integrity and dedication he learned from his father. Today, the staff and representatives continue this tradition of thorough guidance, genuine caring and steadfast service to a growing family of clients. As Frank Owen Jr. always said, “Our clients are everything.”

In 2008 F.R. Owen & Associates was acquired by U.S. Retirement Partners, and will continue to run its own business as part of U.S. Retirement Partners (USRP).  USRP offers leading 403(b) regional firms a partnership in a national network that provides access to more advanced administrative products and services, broader best practices experience, a wide array of retirement investments, sophisticated marketing tools and other resources. This solidified us as a company with a local focus and high level of service continuing to operate serving the best interests of our clients, who are our most important asset.