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Q.

What credentials do you have?

A.

Our team includes CFP® CFA EA CPA RPA along with many investment and insurance licenses.

Other Questions

How to refer a friend to Frazier Financial?

How do I keep track of my information?

How do I contact you?

Could I see a sample financial plan?

Will I be working with a team?

Do you see your clients often?

Ready to get started? Let's chat.​

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  • 1690 W Lane Ave, Suite 280, Columbus, Ohio 43221
  • Phone: 614-793-8297
  • Fax: 614-793-8299

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 Financial Advisor (FA) magazine invites Registered Investment Advisor (RIA) firms to complete a survey for this ranking. Their specific criteria for ranking is not 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 and Frazier Financial Advisors has no influence on the criteria. For more information on the rankings, please visit FA Magazine’s RIA Survey & Ranking 2020 report.

Awards, third-party rankings and other recognitions are not indicative of future performance. Awards and other recognitions 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 Frazier Financial Advisors, 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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