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 Fi

nancial 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.

05/29/2026

"I can't think of something more important than that..." - Josh Frazier 💭

Sending 529 money for client's kids college payments is one of the most fulfilling parts of our work. 🎓

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.

Honor. Remembrance. Gratitude. Today, the team at Frazier Financial Advisors pauses to remember and honor the brave men ...
05/25/2026

Honor. Remembrance. Gratitude.

Today, the team at Frazier Financial Advisors pauses to remember and honor the brave men and women who made the ultimate sacrifice in service to our country.

As an employee-owned firm rooted in this community for over 30 years, we understand that the freedoms we enjoy today—including the ability to build and protect our family’s dreams—were bought with a price. We are forever grateful for their service and the legacy of liberty they left behind.

In observance of the holiday, our office is closed today as our team spends time with their families. We look forward to serving you when we return tomorrow.

Wishing you a meaningful and peaceful Memorial Day.

05/22/2026

Reflecting on these stats reminds us why we do what we do. ✨

Ready to tackle 2026? Connect with your Primary Advisor today to get a head start on your goals. 💰

Policy changes in Washington create plenty of headlines, and some of their impacts show up in portfolio strategy🏛️💼How d...
05/20/2026

Policy changes in Washington create plenty of headlines, and some of their impacts show up in portfolio strategy🏛️💼

How do you separate political headlines from market reality?

On June 2nd at noon, we’re bringing in an expert to help you do exactly that. Join us for an exclusive client webinar as we welcome Charles Schwab’s Mike Townsend to speak to us on the subject: Geopolitics & Portfolios. 💵

With 30+ years of D.C. experience, Mike analyzes how legislative and regulatory shifts impact individual investors and retirement plans. We’re thrilled to bring his world-class perspective directly to our Frazier Financial family!

The best part? Since it’s at noon, lunch is on us. 🍔

Don't miss out on these insights! Register today! 👇

https://us06web.zoom.us/webinar/register/8717791350071/WN_GaZsKA5fQweAhRiB4_iUag

👕 Who wore it better? Not Josh trying to hide the fact that he and Brian are twinning in the same shirt. 🧑‍🤝‍🧑While the...
05/18/2026

👕 Who wore it better?

Not Josh trying to hide the fact that he and Brian are twinning in the same shirt. 🧑‍🤝‍🧑

While the outfits were a match, the real highlight was the cause. A few weeks back, we had a blast sponsoring Battle Columbus at KEMBA Live! to support The Childhood League Center.

The event raised vital funds to help children with developmental delays—a mission we are incredibly proud to support. Our advisors have lived and worked in this community for over 40 years and that means supporting local organizations that make our city great. 🤝

If you think Brian and Josh should make "Twinning Thursdays" a permanent firm policy, let us know in the comments! 👇

Who says Tax Day has to be taxing? 🌭We traded spreadsheets for food trucks on 4/15 to celebrate the end of tax season wi...
05/15/2026

Who says Tax Day has to be taxing? 🌭

We traded spreadsheets for food trucks on 4/15 to celebrate the end of tax season with our amazing community! From our clients and neighbors (👋 Crawford Hoying) to our local Upper Arlington partners, thanks for making our Tax Day Celebration with Dirty Franks such a hit.

Missing out on the fun? Consider this your official invite for next year! We host a food truck day every April 15th to celebrate our favorite people (you!). 🎉

See you at the next one!

05/14/2026

Remember Maslow's Heirarchy of Needs? What is the hierarchy of financial needs? 💲

Our team does the foundational work for you, and frees you to focus on the highest impact components of your financial life. We think those most valuable components are Legacy, Time with Family, Control, Time, Freedom, and more! 🌟

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.

05/13/2026

What does a professional event planner have in common with a dedicated "Dance Mom"? 💃✨

Meet Amanda Reeves, our "Queen of Events" here at Frazier Financial Advisors. 👑

Amanda brings her incredible multitasking skills and a mother’s heart to every client event we host. Whether it’s a holiday celebration or a specialized planning seminar, her goal is to make every client feel like part of the Frazier family. 💖

05/11/2026

How it Started ➡️ How it's Going

Remember those video conference calls that were a staple during the early days of...well, you know? 😷 We sure do! At Frazier Financial, we wanted to keep our valued clients connected and informed, even when we couldn't meet face-to-face. Let's just say our first forays into video production were...erm...let's go with "authentic." 😂

Fast forward to today, and with the help of Jennifer Zmuda and her amazing team, we've put in some serious work to bring you much more polished and engaging content. Our improved video production isn't about being fancy, though. It's about ensuring we're delivering financial wisdom in the clearest and most helpful way possible. After all, complex financial concepts deserve a clear and captivating delivery! 😉

05/09/2026

Rumor has it, if you listen closely, you can still hear the faint sound of a calculator clicking... 🧮💨

The April 15th marathon is over, and we’ve officially entered the "post-tax-day glow." While the office was a little quiet while our team took a much-deserved breather, we’re already back at it! ☕️

With May upon us, "Extension Season" is officially in full swing. Brian Houts did warn you that extensions are a sign of wealth, right? 😉

If you’re enjoying your own post-tax-day peace of mind, give us a 👍! And remember, your Primary Advisor is always here for your one-stop shop financial needs—even when the office is this quiet.

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

Website

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