Welcome to our Frazie Wealth Family

We believe one advisor alone cannot stay in touch with the markets, advise you on your investments, communicate with you, and at the same time handle all other client responsibilities. When you work with our firm, you work with our entire team of coordinated specialists who work together to advise you on your customized wealth strategy.

Our diverse team of financial specialists enables us to think with different viewpoints and make sure we have looked at every opportunity possible for you.

With our coordinated team approach, one advisor is always watching your portfolio, another keeping you on track with your financial goals, and a team member calling you to check-up on your current situation.

Frazie Wealth Management gives you talented people to work with who are passionate about their area of your financial situation. Why have just one advisor when you can work our entire team of specialists?

Jeremy Frazie

Wealth Manager

Erika Frazie

Business Ops./Office Manager

Meet our Wealth Advisor Partners

John Halterman

Certified Wealth Strategist

Carl McClurg

Wealth Manager