Frazier Financial Advisors, LLC

Frazier Financial Advisors, LLC Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. We help with anything financial in your life!

We are an employee-owned, independent full-service financial planning firm, alongside a robust tax preparation practice and full-service insurance agency. 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 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.

Big news for parents and grandparents—Trump Accounts are officially live! 👶💵If you’ve been wondering how this new tax-de...
10/05/2026

Big news for parents and grandparents—Trump Accounts are officially live! 👶💵

If you’ve been wondering how this new tax-deferred custodial account works, where the $1,000 federal seed contribution fits in, or how it stacks up against traditional 529 plans and custodial IRAs, we have you covered.

Check out the full blog post to see if a Trump Account makes sense for your family’s long-term strategy! https://www.frazierfinancial.com/trump-accounts-are-live/

10/04/2026

🐾 Happy World Animal Day from Frazier Financial Advisors! 🐾

Meet Romeo, our Chief Comfort Officer and Canine Coordinator 🐶❤️

While we’re hard at work managing portfolios and tax strategies, Romeo keeps us grounded with an important rule in wealth management: 🐕 Loyalty is essential.

Stick with a dedicated team that stays by your side through every market cycle (and always knows where the snacks are hidden).

Drop a photo of your furry co-workers in the comments below! 👇✨

09/30/2026

What Brian didn't say in the video...
..is all his stories of clients trying to get insurance planning done the week they're heading to Italy, or Alaska, or a big work trip, or hiking Machu Pichu! Wherever you plan to go, get your insurance affairs in order before you're googling hotel options.

09/29/2026

Time for a game of Two Truths & a Lie: Financial Edition! 🕵️‍♀️💸

Maddi (Napier) Keegan CFP®,MBA, FSRI is putting your money knowledge to the test. Drop your answer in the comments below—can you spot the lie? ⬇️

Is your "safe" cash strategy actually quietly costing you money in the long run? 💸🤔High-yield savings accounts (HYSAs) a...
09/28/2026

Is your "safe" cash strategy actually quietly costing you money in the long run? 💸🤔

High-yield savings accounts (HYSAs) are fantastic tools for emergency funds, short-term liquidity, and upcoming planned expenses. But when holding excess cash becomes your primary wealth strategy, inflation and missed growth opportunities can start chipping away at your real purchasing power over time.

Read the full blog post to make sure your cash is working with your financial plan, not standing in its way! https://www.frazierfinancial.com/?p=10332

Have questions about how much cash reserves make sense for your specific scenario? Reach out to your Primary Advisor at Frazier Financial Advisors or visit us at frazierfinancial.com! 💙

09/26/2026

Life Insurance Myth #2 is Brian's favorite: "My Work Insurance Is Good Enough"

If you're making $250k+, your work insurance is definitely not enough coverage. Get a customized plan to cover your mortgage, school loans, kid's college, lifetime earnings, or whatever applies to your situation that needs replaced if you're not around!

Why is your fund company blowing up your phone? 📲📞If you’ve been getting flooded with calls, texts, or emails about a mu...
09/25/2026

Why is your fund company blowing up your phone? 📲📞

If you’ve been getting flooded with calls, texts, or emails about a mutual fund you own, don’t panic—it’s likely just a Proxy Vote! 🗳️

Check out our latest blog post to learn why this happens, how to make the calls stop, and what to keep in mind regarding proxy voting! ⤵️
https://www.frazierfinancial.com/?p=10329

09/24/2026

Are you leaving money on the table when it comes to Social Security? 💸

This summer we sat down with Julia Fuentes, Financial Planner & Strategist at Vanguard to discuss strategies for optimizing your benefits and navigating potential benefit shifts.

Catch the full replay now at https://youtu.be/cW6UsYOdjk0.

Questions about how Social Security fits into your overall retirement plan? Reach out to your Primary Advisor today! 📲

09/23/2026

When your 8-week-old already has a better investment strategy than you did in your 20s... 👶📈

Watch Logan Hogrefe, CFP®, EA, financial advisor (and brand-new dad) break down why he set up a for his newborn daughter—and how it only took a few clicks on the app! From capturing seed funds to teaching the next generation about long-term wealth and the Internal Revenue Service, starting early makes all the difference.

Have questions about setting up accounts for your kids or grandkids? Reach out to your Primary Advisor today or visit us at frazierfinancial.com! 📲

09/19/2026

Life Insurance Myth Busting #1 - All Life Insurance & Insurance Agents Are Basically The Same...

Life Insurance is vastly complex and highly important - you want a fiduciary insurance advisor who customizes a plan and shops it around many providers.

Address

1690 W Lane Avenue, Suite 280
Upper Arlington, OH
43221

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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