You can find our referral guide here.
Your client portal and the Frazier Financial Advisors app.
Yes. We do not charge for an initial consultation. And there is no obligation after your first meeting.
Yes. You will be assigned a Primary Advisor. Your Primary Advisor is your main point of contact and involves other team members, depending on the question.
On average, we see our clients 2-4 times a year and communicate by email and phone monthly.
Our team includes CFP® CFA EA CPA RPA along with many investment and insurance licenses.