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.

08/30/2026

Taxes, insurance, investing, estate planning... feeling overwhelmed? You don’t have to do it alone! 💙

At Frazier Financial, our team of over 20 professionals acts as your central quarterback for all things wealth management. We’re here to help you feel confident about your financial future. 📊✨

Looking for a "one-stop shop" resource for your family's financial needs? Connect with our team today! 🤝

08/26/2026

Here's what they're not telling you about "high yield" savings accounts!

08/22/2026

If you own company stock in your 401(k), this video is for you!

Maddi is breaking down why true Tax Planning is vastly different from simple tax preparation—and why it’s the ultimate "secret weapon" for high-net-worth families looking to keep more of what they earn.

Financially savvy AND punny?! What can't we do?! Tell us your favorite pun 👇!
08/20/2026

Financially savvy AND punny?! What can't we do?!

Tell us your favorite pun 👇!

We are thrilled to announce that Frazier Financial Advisors has been ranked on Financial Advisor Magazine’s list of Amer...
08/19/2026

We are thrilled to announce that Frazier Financial Advisors has been ranked on Financial Advisor Magazine’s list of America’s Top RIAs for 2026! 🏅

We are honored to celebrate this milestone, but our real reward is getting to serve as your local, employee-owned "one-stop shop" for over 40 years. Thank you to our amazing community for your trust—we couldn’t have done this without you! 💙

08/17/2026

Don't sleep on free money for your kids!

08/16/2026

AI tends to lean on your own bias in how it gives advice - and there is a concerning trend when it knows you are a woman.

Maddi teaches why women should be wary of inherent bias in advice designed to please you rather than benefit you.

08/12/2026

"Watch to the end to see if Van passes the office challenge *cough* Brian's bullying.

We’re bidding a fond farewell to Van Ferguson, who completed his second summer internship with our team before heading back to Miami University for his senior year! Van brought incredible energy, hard work, and camaraderie to the Frazier Financial family. Please join us in wishing Van the absolute best as he wraps up his degree—drop a message below to wish him luck! 👇🎉"

📬 If you live in Franklin County, check your mailbox—it’s time for your new tentative property tax valuation notice! 📄👀B...
08/10/2026

📬 If you live in Franklin County, check your mailbox—it’s time for your new tentative property tax valuation notice! 📄👀

Before anyone panics, there’s some good news and some critical context you should know. 👇

🔍 The Quick Facts:
1️⃣A Stable Update: While the 2023 full reappraisal brought shocking 40%+ median spikes, the 2026 county-wide average increase for residential properties is lower at 9% to 10%.
2️⃣Value Jump 🚫 Tax Jump: Thanks to Ohio's House Bill 920 and new 2026 real estate tax laws (like inflation cap credits), your ultimate tax bill is shielded from unchecked spikes.
3️⃣Timeline Check: The values arriving now will impact your 2027 tax bill, not your current 2026 payments.

🛠️ Think Your Valuation is Too High? You don’t have to just accept the county's number. From July through September 2026, you can schedule an informal Property Value Review Session with the Auditor's staff to present your own data, like recent comparable neighborhood sales.

💼 How We Can Help
Because Frazier Financial Advisors houses both your investment management and in-house tax preparation/planning teams under one roof, we look at how these changes impact your entire financial picture.

🤝🔗 Learn more about our one-stop-shop services at https://www.frazierfinancial.com/

08/08/2026

Do you wonder why you're getting calls and texts from companies in your Portfolio?

If you hold Matthews Asia Growth (MIAPX) in your qualified accounts, you will soon receive proxy voting information regarding a proposed merger into the Matthews Asia Innovators Fund (MITEX).

Our Investment Team has evaluated this reorganization with diligence and care, and we have voted ✔️FOR✔️ this change on your behalf.

This consolidation benefits our investors for three key reasons:
✔️Sharper Focus: MITEX concentrates on high-growth, innovative tech and science companies, offering more dynamic opportunities.
✔️Lower Costs: The Innovators Fund carries a lower overall expense ratio, keeping more of your money working for you.
✔️Scale & Performance: Combining assets builds better operating efficiencies while historically showing better performance.

Good news: You don’t need to take any action! We have already submitted votes for our clients. We are also updating account structures on the back end so that FFA can handle these routine proxy votes for you automatically moving forward.

Have questions about these updates or your portfolio allocations? Reach out directly to your Primary Advisor—we are always here to help you navigate the details.

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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