Dear Clients & Friends of Frazier Financial,
Tax season is upon us! Let us know questions on your Tax Organizer or next steps for 2020 tax season. Final 1099 forms from Schwab and Fidelity will likely come out this week.
Leadership updates at Frazier Financial occurred at the start of 2021. Our esteemed founder, Jim, enacted the next step in his carefully crafted succession plan. After learning under Jim’s guidance for almost 15 years, Josh has stepped into the role of CEO. Jim will continue to help lead the organization as our Chairman of the Board. Jim maintains his position as an owner of the firm along with Brian, Andy, and Josh. Jim is also still involved in day-to-day planning with clients and our team.
Exciting growth has occurred at Frazier Financial, all thanks to client referrals and loyalty. You may have seen some new faces on the website or heard new voices on the phone. With your support we’ve grown our assets under management to nearly $500 million.
The team at FFA grew from 8 to 10 people in 2020. Our newest addition is Esther Clotet Alsina. She joined us fresh from THE Ohio State University. She has an Operations Management degree from the Fisher School of Business. Esther was also the captain of the women’s field hockey team at OSU. She supports our team with investment operations.
Please keep the referrals coming! Our team is ready and excited to help your friends and family.
Social Media pages let you interact with us on your favorite site! Visit and follow us on LinkedIn, Instagram and Facebook. All three are @FFADublinOH or click here<https://linktr.ee/FrazierFinancial>.
Our office space will likely be getting an upgrade later in 2021. Frazier Financial’s growing team is running out of space in our current location. We will keep you posted on our next office location.
Babies are arriving at Frazier Financial, seemingly by the week. We may rename the company to Fertile Financial! Matthew & Taylor Cox welcomed baby Austyn on 10/12/20, Benj & Steph Foor added Silas to their clan on 1/20/21, and Brian & Melanie Houts added Teddy (Timothy) on 1/8/2021. Yes, you own diaper and formula stocks in your accounts.
Thank you for the continued partnership. Our team is excited to continue helping you grow your wealth and find contentment from your finances.
Sincerely, Your Team at Frazier Financial