Ashish Khanna, JD, CAP
Partner at Frontier Investment Management Company
Partner at Frontier Investment Management Co. | JD, MBA, & CAP | Comprehensive Financial, Estate, & Legacy Planning | Building the Future, Today
I am a partner at Frontier Investment Management Co., where I advise HNW individuals and families to identify and administer their strategic investment and estate plans and facilitate values-based dialogue to help families connect their values to their planning. Additionally, I spearhead client experience, acquisition, and retention, and am a member of Frontier’s management committee.

I have 15+ years of experience in designing and implementing comprehensive, sophisticated estate planning and investment strategies. Across my career, I have built a proven record of cultivation and stewardship of HNW clients through strategic development, while crafting solutions for individuals and families that are in line with their personal values to achieve impact and purpose.

In addition, I maintain numerous professional affiliations. These include: 
   -The Managing Partner Committee, Frontier Investment Management Company, Dallas, TX
   -Advisory Board of Trustees, Communities Foundation of Texas, Dallas, TX
   -Dallas Diversity, Equity and Inclusion Committee, Provisors, Dallas, TX
   -Marketing Advisory Group, Hightower Advisors, Chicago, IL
   -I have also spoken and presented at numerous conferences spanning many topics in the business world.

My academic credentials include:
   -Bachelor’s Degree from Washington University in St. Louis
   -M.B.A. from the University of Miami
   -J.D. from the Washington University in St. Louis School of Law.
Frontier Investment Management Company
https://www.linkedin.com/company/frontier-investment-management-co.
Partner
Dallas/Fort Worth Area
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Larson Financial
https://www.linkedin.com/company/larson-financial
Financial Advisor
Larson Financial Group is one of the largest financial planning firms in the country that specializes in working with physicians. We spend time identifying the goals and needs of physicians and dentists and then coordinate a plan to achieve those goals. Our services include tax planning, asset protection, exit medicine strategies, college planning, investment management, insurance audits, car lease vs buy, practice structuring, contract negotiation, real estate purchases and management, and any other financial related topics.
Greater Chicago Area
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Trilogy Law Group
https://www.linkedin.com/company/trilogy-law-group
Partner
Trilogy Law Group was founded on the principle of three. Our three components are our three core practice areas: business law, estate planning, and tax law.

Business Law. Trilogy currently represents individuals, a variety of corporations, limited liability companies, partnerships, and joint ventures. We assist our clients with a multitude of business legal services.

Estate Planning. Trilogy has a wide range of clients, but we focus on professionals, business owners, and mid-to-high-net-worth individuals. Trilogy is a member of Wealth Counsel, the Advisors Forum, and Elder Counsel, a nationwide network of over 3,000 estate planning attorneys that help us to stay at the cutting edge of our profession. As well, and because of our Tax Law practice, we neither shy away from nor gloss over the tax issues that affect every single trust and estate.
Greater Chicago Area
Khanna Law Group
President
Manage office providing legal advice in small business planning, estate planning, asset protection and physician planning.  Assisted clients with drafting comprehensive estate plans, variety of business agreements, and business plans.  Responsible for procuring clients, providing legal and financial advice, and creating liaisons with attorneys, financial planners, insurance agents and other professionals.
Greater San Diego Area
Ice Miller LLP
https://www.linkedin.com/company/ice-miller
Associate Attorney
Represented clients in a range of private equity, venture capital, and other financing, acquisition, divestiture, and investment transactions in a variety of sectors including life sciences, consumer products, transportation, healthcare, software and information technology, and manufacturing.
Indianapolis, Indiana Area
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Juris Doctor (J.D.)
Washington University in St. Louis School of Law
https://www.linkedin.com/school/washulaw/
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Master of Business Administration (M.B.A.)
University of Miami - School of Business
https://www.linkedin.com/school/miami-herbert-business-school/
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Economics
Bachelor's Degree
Washington University in St. Louis
https://www.linkedin.com/school/washington-university-in-st-louis/
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https://www.linkedin.com/in/arthur-d-salmon-iv-cfp-6a07a71
Arthur D. Salmon IV, CFP
Certified Financial Planner at GS WEALTH MANAGEMENT
Dallas, TX
https://www.linkedin.com/in/anthony-watts-profile
Anthony Watts, CFP®, ChFC®
Financial Advisor at SmartBank Investment Services / Raymond James
Tullahoma, TN
https://ca.linkedin.com/in/ayanaforward
Ayana Forward, CFP®
Certified Financial Planner® | MoneySense Financial Expert | Helping you build a clear plan for retirement
Ottawa, ON
https://www.linkedin.com/in/aspensmith
Aspen Smith
Paraplanner/Financial Advisor Trainee
Pittsburgh, PA
https://www.linkedin.com/in/ashleylbernard
Ashley Bernard, MS, CFP®, AFC®
Financial Counselor, Administrator, and Process Improvement Consultant
Eagle, ID
https://www.linkedin.com/in/anthony-essis-cfp%C2%AE-bfa%C2%AE-cfs%C2%AE-a87ba8a
Anthony Essis CFP®, BFA®, CFS®
Financial Advisor at Mettle Financial Group
A financial advisory practice of Ameriprise Financial Services, LLC
Lancaster, PA
https://www.linkedin.com/in/ashleydour0
Ashley F. Dour, CFP® CDFA®
Vice President, Financial Advisor, Portfolio Manager, Certified Financial Planner™, Certified Divorce Financial Analyst® at Morgan Stanley
New York City Metropolitan Area
https://www.linkedin.com/in/anniekropinova
Annie Kropinova, CFP®
Associate Financial Planner | MBA Candidate
United States
https://www.linkedin.com/in/audreycollinsmorrison
Audrey Collins Morrison
President and CCO at Cairn Financial Advisors, LLC
Denver, CO
https://www.linkedin.com/in/april-feinberg-b0299645
April Feinberg
Financial Consultant at AXA Advisors, LLC
Lake Forest, IL
https://www.linkedin.com/in/anthonymezzcpa
Anthony Mezzasalma, CPA, CFP®
Partner at Mezzasalma Advisors
Matawan, NJ
https://www.linkedin.com/in/anthony-badillo-cfp-chfc-ea
Anthony N. Badillo, CFP®, ChFC®, EA
Director, Financial Planning at Edelman Financial Engines
Washington DC-Baltimore Area
https://www.linkedin.com/in/anthony-wyss-2442734b
Anthony Wyss
CPA, Certified Financial Planner (TM), CFP at Anthony J Wyss
Harrington Park, NJ
https://www.linkedin.com/in/audreywjones
Audrey Wehr Jones, CFP®
Wealth Architect, CERTIFIED FINANCIAL PLANNER Professional™
Lake Mary, FL
https://www.linkedin.com/in/corey-martin-3617735
Corey Martin
Director at Newport Group
Moline, IL
https://www.linkedin.com/in/perrysingh121
Perry Singh
Technology Investment Banking | NYU MBA | Experienced Entrepreneur
United States
https://www.linkedin.com/in/stantonfarmer
Stan Farmer, CFP®
Partner & Director of International Financial Planning  at Walkner Condon Financial Advisors
Madison, WI
https://www.linkedin.com/in/german-rivas-5b9965161
GERMAN RIVAS
Executive Director at Venezuelan Immigration Voice
North Bergen, NJ
Yesterday was my first-year anniversary at Hightower Advisors and I jokingly told my colleagues we needed to celebrate. 😂 So Liz Skinner surprised…
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Liked by Ashish Khanna, JD, CAP
ALL SMILES WITH SHAQ! So cool chatting with Shaq during his visit to Dallas as the speaker of the annual Destiny Awards Luncheon. It was such a…
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It’s been 4 years since Celeste joined our firm.   So glad she took the leap and moved to Dallas.  Happy Anniversary!
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Liked by Ashish Khanna, JD, CAP
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Wealth Management: RIAs, Wealth Managers, Investment Advisors, Private Banking, & Financial Advisors
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ProVisors – Dallas/Fort Worth
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Texas Study Group for Chartered Advisors in Philanthropy (CAP®)
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