Insights

Independent and Client-Focused Target mid-market businesses and high-net-worth individuals seeking a comprehensive, employee-owned financial firm with independent planning, tax, and insurance services to act as their family CFO.

Diverse Service Offering Leverage opportunities across tax planning, retirement planning, college savings, 401(k) consulting, and business formation to cross-sell to existing clients and attract new ones seeking holistic financial management.

Wealth Management Growth Capitalize on revenue range and asset under management by positioning advisory, investment, and private client services to affluent households and small to mid-size businesses seeking scalable investment solutions.

Technology Enabled Promote the firm’s tech stack and digital engagement capabilities (AWS, analytics, SEO, and marketing tools) to attract tech-savvy clients and improve lead generation, client onboarding, and advisory delivery.

Strategic Partnerships Explore alliances with employer-sponsored plans, accounting firms, and insurance networks to expand referrals, embed tax and insurance services, and broaden distribution channels.

Similar companies to Frazier Financial Advisors, LLC

Frazier Financial Advisors, LLC Tech Stack

Frazier Financial Advisors, LLC uses 8 technology products and services including Amazon Web Services, WordPress, Brevo, and more. Explore Frazier Financial Advisors, LLC's tech stack below.

  • Cloud Hosting
  • Content Management System
  • Live Chat
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • Video Players
  • Google Analytics
    Web Analytics
  • RankMath SEO
    Web Platform Extensions

Media & News

Frazier Financial Advisors, LLC's Email Address Formats

Frazier Financial Advisors, LLC uses at least 6 email formats:
Frazier Financial Advisors, LLC Email FormatsExamplePercentage
FLast@frazierfinancial.comJDoe@frazierfinancial.com
81%
FirstLast@frazierfinancial.comJohnDoe@frazierfinancial.com
7%
Last@frazierfinancial.comDoe@frazierfinancial.com
8%
FirLast@frazierfinancial.comJohDoe@frazierfinancial.com
4%
First@harvestadvisors.comJohn@harvestadvisors.com
70%
First.Last@harvestadvisors.comJohn.Doe@harvestadvisors.com
30%

Frequently Asked Questions

What is Frazier Financial Advisors, LLC's phone number?

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You can contact Frazier Financial Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Frazier Financial Advisors, LLC's official website and social media links?

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Frazier Financial Advisors, LLC's official website is frazierfinancial.com and has social profiles on LinkedIn.

How much revenue does Frazier Financial Advisors, LLC generate?

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As of August 2026, Frazier Financial Advisors, LLC's annual revenue is estimated to be $50M - $100M.

What is Frazier Financial Advisors, LLC's NAICS code?

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Frazier Financial Advisors, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Frazier Financial Advisors, LLC have currently?

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As of August 2026, Frazier Financial Advisors, LLC has approximately 24 employees across 1 continents, including North America. Key team members include Shipping And Ecommerce Lead: D. C., Executive Assistant: C. B. and Office Administrator: H. D. Explore Frazier Financial Advisors, LLC's employee directory with LeadIQ.

What industry does Frazier Financial Advisors, LLC belong to?

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Frazier Financial Advisors, LLC operates in the Investment Management industry.

What technology does Frazier Financial Advisors, LLC use?

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Frazier Financial Advisors, LLC's tech stack includes Amazon Web Services, WordPress, Brevo, X-XSS-Protection, Google Tag Manager, Vimeo, Google Analytics and RankMath SEO.

What is Frazier Financial Advisors, LLC's email format?

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Frazier Financial Advisors, LLC's email format typically follows the pattern of FLast@frazierfinancial.com. Find more Frazier Financial Advisors, LLC email formats with LeadIQ.

When was Frazier Financial Advisors, LLC founded?

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Frazier Financial Advisors, LLC was founded in 1997.
Frazier Financial Advisors, LLC logo

Frazier Financial Advisors, LLC

Investment ManagementOhio, United States11-50 Employees

Frazier Financial Advisors, LLC operates as an independent, employee-owned firm in the investment management field, offering a full spectrum of financial planning alongside a tax preparation practice and a full-service insurance agency. The firm covers tax planning and preparation, retirement planning, investments, college savings, and guidance on 401(k)s, business formation, and various life, disability, and long-term care insurance needs. Securities are sold through Private Client Services, while advisory services are provided by Frazier Financial Advisors, LLC, a registered investment adviser; the two entities are unaffiliated.

Based in Columbus, Ohio, the firm serves individuals and families seeking integrated financial guidance with the aim of reducing complexity and improving financial security. It operates as an independent advisor within the broader investment management ecosystem, distinct from larger consolidated firms.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Frazier Financial Advisors, LLC's revenue is estimated to be in the range of $50M - $100M

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