Frazier Financial Advisors, LLC

www.frazierfinancial.com

We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency. We help with anything financial in your life! We're seasoned in Tax Planning and Tax Preparation, Retirement Planning, Investments, College Savings, 401ks, Business Formation, Life & Disability & Long-Term Care Insurance, and many other financial arenas. We want to be your family's Chief Financial Officer, to make your life easier, more fulfilling and financially secure and let you focus on living. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC . Advisory products and services offered by Investment Advisory Representatives through Frazier Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Frazier Financial Advisors, LLC are unaffiliated entities. On an annual basis FA magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking isn't included in their summary article. In 2021, FA Magazine included 607 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria on which FFA has no influence. For more please visit FA Magazine’s RIA Survey & Ranking 2020 report. Awards, third-party rankings and other recognitions aren't indicative of future performance. These should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm. Neither FA Magazine nor any of its associates are affiliated with FFA, none of the awards or other recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any award or other recognition.

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We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency. We help with anything financial in your life! We're seasoned in Tax Planning and Tax Preparation, Retirement Planning, Investments, College Savings, 401ks, Business Formation, Life & Disability & Long-Term Care Insurance, and many other financial arenas. We want to be your family's Chief Financial Officer, to make your life easier, more fulfilling and financially secure and let you focus on living. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC . Advisory products and services offered by Investment Advisory Representatives through Frazier Financial Advisors, LLC, a Registered Investment Advisor. Private Client Services and Frazier Financial Advisors, LLC are unaffiliated entities. On an annual basis FA magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking isn't included in their summary article. In 2021, FA Magazine included 607 firms listed by assets under management. The number of firms participating wasn’t disclosed. FA magazine independently sets its ranking criteria on which FFA has no influence. For more please visit FA Magazine’s RIA Survey & Ranking 2020 report. Awards, third-party rankings and other recognitions aren't indicative of future performance. These should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm. Neither FA Magazine nor any of its associates are affiliated with FFA, none of the awards or other recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any award or other recognition.

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Country

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State

Ohio

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City (Headquarters)

Upper Arlington

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Employees

11-50

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Founded

1997

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Financial Advisor and Senior Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****

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