Jason Bozard, Financial Advisor

Jason Bozard

Financial Advisor
The Frieden Agency

About Jason

Jason Bozard has been helping individuals, families, and business owners pursue their financial goals since beginning his career after graduating from Virginia Tech in 1998. His passion for financial planning was shaped early in life when he helped care for his father through both physical and financial challenges, giving him a firsthand appreciation for the importance of preparing for both life’s expected milestones and unexpected events.

Today, Jason combines his experience at Frieden Wealth Management with a commitment to helping clients build, protect, and preserve their financial futures. He takes a relationship-focused approach, working closely with clients to understand their goals and develop strategies that support long-term financial confidence.

Areas of Focus

Jason’s primary areas of focus include comprehensive financial planning, retirement planning, wealth preservation, and business strategies. He works closely with clients to help them:

Personal Financial Analysis

  • Tax-saving strategies
    • Wealth preservation

Investment Services

  • Retirement planning
    • College savings strategies
    • Private money management

Retirement Services

  • Traditional IRA and Roth IRA planning
    • SIMPLE IRA and SEP IRA strategies
    • 401(k) plans, including Safe Harbor 401(k) plans
    • 403(b) retirement plans

Executive Compensation Strategies

  • Cash balance plans
    • Deferred compensation strategies

Business Continuation Strategies

  • Buy-sell funding solutions
    • Key person insurance planning

Employee Benefit Services

  • Group health insurance
    • Group life insurance
    • Disability insurance
    • Group dental benefits

Estate Conservation Strategies

  • Estate analysis and planning coordination
    • Survivorship life insurance
    • Charitable giving strategies

Long-Term Care Planning

  • Long-term care needs analysis and planning

Professional Recognition

Jason earned a Bachelor of Science in Business Management from Virginia Polytechnic Institute & State University in 1998 and later completed the BB&T Management Development Program. His education and decades of experience have provided the foundation for helping clients navigate a wide range of personal and business financial planning needs.

Community Involvement

Jason is actively involved in his local community through organizations including Grace Bible Church and Juvenile Arthritis initiatives. He also serves as a board member of Parkside Green and has dedicated many years to youth athletics as a Little League, travel, and high school baseball coach, as well as a Little League umpire.

Personal Life

Outside of the office, Jason enjoys staying active through fitness and golf. He also enjoys taking on home improvement projects, relaxing at the beach, traveling with his fiancée, Mindi, walking their dogs, and expanding his appreciation for fine wine and bourbon.

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