Frazier Financial Advisors

  • Investment Bank/Securities Brokerage
  • Columbus OH
  • 24 employees
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Company Overview

Headquarters
1690 W Lane Ave Suite 280, Columbus OH
Website
frazierfinancial.com
Phone
(318) 588-8811
Employees
24
Founded in
1997
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$2B

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Who is Frazier Financial Advisors

Frazier Financial Advisors is an employee-owned, independent financial planning firm based in Columbus, Ohio. The firm employs 24 people and generates $2 million in annual revenue. They offer a comprehensive range of financial services to individuals and families. Frazier Financial Advisors provides expertise in tax planning and preparation, retirement planning, investments, college savings, 401(k) management, business formation, and various insurance products, including life, disability, and long-term care. Their goal is to act as a client's Chief Financial Officer, simplifying their financial lives and enabling them to focus on their personal goals. The firm distinguishes itself by offering a full-service approach, encompassing both financial planning and a robust tax preparation practice alongside a full-service insurance agency. Frazier Financial Advisors is recognized by FA Magazine's RIA Survey & Ranking, which evaluates firms based on assets under management. For more information or to schedule a consultation, please visit their website at frazierfinancial.com. Securities are offered through Registered Representatives through Private Client Services, a member of FINRA/SIPC. Advisory products and services are 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.

Company Leadership

Josh Frazier

Chief Executive Officer

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Jim Frazier

Founder, Partner, Chairman of the Board

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Frazier Financial Advisors Industry Tags

Tax Planning
Stock Option Planning
Tax Management
Small Business Retirement Planning
Cash Balance Pension Plans
Private Equity Investing
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Frazier Financial Advisors Tech Stack

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FAQ

What is the location of Frazier Financial Advisors's headquarters?
The headquarters of Frazier Financial Advisors are situated at 1690 W Lane Ave Suite 280, Columbus OH
What is Frazier Financial Advisors's phone number?
Frazier Financial Advisors's contact number is (318) 588-8811.
What is Frazier Financial Advisors's official website?
The official website of Frazier Financial Advisors can be found at frazierfinancial.com.
What is Frazier Financial Advisors's current revenue?
As of November 2019, Frazier Financial Advisors's annual revenue reached $2B.
How many employees does Frazier Financial Advisors currently have?
Frazier Financial Advisors employs approximately 24+ people as of November 2019
Who is the Chief Executive Officer of Frazier Financial Advisors?
Frazier Financial Advisors's Chief Executive Officer is Josh Frazier
What are Frazier Financial Advisors's industry tags?
Frazier Financial Advisors's industry tags include: Tax Planning, Stock Option Planning, Tax Management
When was Frazier Financial Advisors founded?
Frazier Financial Advisors was founded in 1997.

Employee Directory

Key Employees

Benj Foor

Partner

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David Nathan Owen

Financial Advisor

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Andrew Gephart

Partner, Chief Financial Officer

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Brian Houts

Partner, Chief Planning Officer

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