https://www.frontporchfa.com/education daily 0.75 2021-01-15 https://www.frontporchfa.com/education/socialsecurity monthly 0.5 2021-01-14 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610639117016-CEZP4PKI5YH62WVBW40N/Social+Security.jpg Education - Social Security https://www.frontporchfa.com/education/estate monthly 0.5 2021-01-14 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610638799472-6J6R5QR295RGSS2P5C3T/Tax+Efficient+Distribution+at+Retirement_FPF_Jan+2020.jpg Education - Tax-efficient Retirement Distributions https://www.frontporchfa.com/education/tax-f8geg monthly 0.5 2021-01-14 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610639208909-77O3169H1QW67CIMB0CH/Estate+Planning+Checklist.jpg Education - Estate Planning Checklist https://www.frontporchfa.com/clients daily 0.75 2026-01-15 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610649845739-OMUS5NV5WMI103VHDOK5/Logo_CP.png Clients Access summary investment information, performance reporting, select Schwab information, and securely shared documents. https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610649829544-UQPGBQ31CS1IZMAIXOAD/Schwab+Dec+2020.png Clients Access your investment information and perform routine account tasks. https://www.frontporchfa.com/clients/event-five-64nhm monthly 0.5 2020-06-24 https://www.frontporchfa.com/clients/event-four-pdhs5 monthly 0.5 2020-06-24 https://www.frontporchfa.com/clients/event-three-emb3h monthly 0.5 2020-06-24 https://www.frontporchfa.com/clients/event-two-fwk2l monthly 0.5 2020-12-13 https://www.frontporchfa.com/clients/event-one-c9sma monthly 0.5 2020-12-13 https://www.frontporchfa.com/education-1 daily 0.75 2021-01-14 https://www.frontporchfa.com/education-1/blog-post-title-one-l9zje monthly 0.5 2020-08-25 https://www.frontporchfa.com/education-1/blog-post-title-two-fkt5y monthly 0.5 2020-05-20 https://www.frontporchfa.com/education-1/blog-post-title-three-esam8 monthly 0.5 2020-05-20 https://www.frontporchfa.com/education-1/blog-post-title-four-4rnw5 monthly 0.5 2020-05-20 https://www.frontporchfa.com/consult daily 0.75 2025-06-26 https://www.frontporchfa.com/hom daily 1.0 2025-08-02 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/45775ee9-4708-409f-a369-e0f677f5ff3f/Geoff+Owen_2022.png Home - Geoff Owen Geoff is a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner® professional, and Certified Divorce Financial Analyst® professional. He has an undergraduate degree from Miami University (OH) and an MBA from the University of Pittsburgh’s Katz Graduate School of Business. Geoff and his family live in Charlotte where they are active members of the community, their church, and their kids’ schools. https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1612133829688-KDMRESH3E3VX82C9PTAH/robin-jonathan-deutsch-t3BXn_fb9vs-unsplash.jpg Home - Services Front Porch Financial guides individuals and families in all facets of wealth management. We also advise employer-sponsored retirement plans. We operate as a fiduciary on behalf of our clients. Clients benefit from a fully transparent and personalized approach. https://www.frontporchfa.com/services daily 0.75 2025-08-02 https://www.frontporchfa.com/think daily 0.75 2021-02-23 https://www.frontporchfa.com/team daily 0.75 2026-03-15 https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/1610923339254-5S1AUEZVGPC4JMCOOOQJ/GHO+CMO+SULLIVANS+ISLAND.2.jpg Team - Geoff Owen, CFP®, CDFA®, RLP® Geoff’s desire to become a financial planner came about after the unexpected loss of his father when he was in his early 20s. “Beyond the sadness of the loss of a man I loved and considered my best friend, it was difficult to watch my mother’s plans pivot so severely. Her occupation as a teacher suddenly morphed from second income in the family to her sole source of income. As planners, we are afforded opportunities to help our clients recognize risks they may not otherwise see. We can also help them accumulate wealth to insulate against such risks and allow their dreams to flourish.” Owen has earned designations as a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner® professional, and Certified Divorce Financial Analyst® professional. He is industry licensed and has North Carolina Life, Accident, and Health and also Long-term Care licenses. Geoff is a graduate of Miami University (OH) where he received a Bachelor of Arts in Public Administration and the University of Pittsburgh’s Katz Graduate School of Business where he attained an MBA. Professionally, Geoff is an active member in the Financial Planning Association (FPA). He is a past-President and board member of the Charlotte chapter and has been a Silver Sponsor in past years. On a personal level, he is a parishioner at St. Peter Catholic Church where he has served on the Finance Council and in other leadership roles. He volunteers as an election worker for local elections. He has served on the Board of Charlotte’s Arts & Science Council, the Dilworth Community Association, the Charlotte Collaborative Divorce Professionals, and other school, civic, community, and industry organizations. Geoff and his wife Missy live in Charlotte. Their daughters attend UNC. Go ‘Heels! https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/a290e149-b5d9-410f-8ca1-76b13af83a79/Bobb_Holden_204-2755.jpg Team - Holden Bobb Holden joined the firm in March 2026. Prior to Front Porch, Holden worked at a large bank where he partnered closely with senior leadership across Commercial Banking to identify, assess, and mitigate risk. His work included risk evaluation, control development and collaboration across multiple lines of business to support sound decision making and regulatory compliance. While excited about the youth, discipline, and analytical skills Holden brings to improving the firm’s operations and processes, we are excited too about his strong focus on relationships and client service. Holden is passionate about helping our clients navigate complex financial decisions with clarity and confidence. Holden earned his Bachelor of Science in Business Administration with majors in Finance and Economics from the University of South Carolina's Darla Moore School of Business, graduating Cum Laude. He is also a graduate of Charlotte Country Day School. Outside of work, Holden enjoys golf, fishing, and staying active outdoors. https://images.squarespace-cdn.com/content/v1/5f62c58d90d7470cbd3c39d5/b63112b5-a073-4142-9825-d58c7f0c1786/Penny.jpg Team - Penny Penny is one of those co-workers you have a real love-hate relationship with. On one hand, she radiates warmth and personality and unconditional love. On the other, she rarely bathes, wears the same outfit everyday, is interruptive, doesn’t respect other people’s food, never has money when it is time to pay for lunch, and constantly lets everyone know she would rather be hiking or at the beach. Thankfully for Penny, she is a real charm type. https://www.frontporchfa.com/legal daily 0.75 2025-06-26