6 Unique Reasons to Choose Us
The Frazie Wealth Experience
Your Personal Wealth Advisory Team
Everything we do is about understanding your individual needs and feelings toward money, so we can focus on helping you reach your unique financial goals. We realize one professional advisor and an assistant cannot handle the complexity of today’s financial world. We have assembled an entire family of local, specialized professionals to provide an effective client experience. All of our team members are passionate about taking a very hands-on approach to serving your family.
Freedom To Put You First
We are an independent, family-owned firm that is free from shareholder demands and bottom-line corporate profits. Freedom allows us to be genuinely relationship-driven, so we can care about your success and focus on your needs. Freedom allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies. Freedom gives us unlimited access to hundreds of global strategic partners and first-rate technology tools. All of our freedom is designed to deliver a greater, unsurpassed experience for you!
Digital Wealth Summary Center
Disciplined, Tactical Management of Your Investment Advisory Portfolio
Constant, Relationship-driven Communications
Transparent And Mutually Beneficial Fee Structure
Your Next step
Get Started Today
Get custom financial planning for a transparent price and never have to worry about being pitched life insurance or annuity products.
Refreshing, right? At Frazie Wealth, you’re in control.
After a brief discovery call, you decide if we’re a good fit. If you choose to move forward, we’ll help you create an actionable plan for your perfect retirement. The way we see it, you deserve to retire on your terms without confusing pricing or sales pitches.