Welcome to “The Advisor View,” brought to you by Citizen Mint. Join us as we explore the backgrounds, philosophies, and perspectives shaping today’s leading wealth management firms.

In this episode, we sit down with Frank Byskov of Forty4 Financial. Frank shares his path into wealth management and the story behind Forty4 Financial, offering insight into how the firm helps clients simplify complex financial decisions through a planning-first approach centered on long-term relationships and personalized advice.

The conversation explores how Forty4 Financial differentiates itself through comprehensive financial planning, transparent guidance, and a commitment to helping clients align their financial resources with their broader life goals. Frank discusses the importance of looking beyond investment performance alone and how thoughtful planning can help clients navigate major decisions, manage risk, and build lasting wealth.

We also discuss portfolio construction in today’s increasingly complex investment environment and the growing role of private markets within diversified portfolios. From holistic wealth planning to implementing long-term investment strategies, this episode provides a look into how advisors are evolving beyond traditional models to deliver more personalized and impactful client experiences.

Frank Byskov | Forty4 Financial
https://forty4financial.com/

Josh Hile | Citizen Mint
https://www.citizenmint.com

Forty4 Financial is a registered investment adviser and the opinions expressed by Forty4 Financial on this show are their own and do not reflect the opinions of Citizen Mint. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.