Frazier Financial

At Frazier Financial Consultants, we are dedicated to our clients every step of the way. As a fee-only family-run firm, we revolve our practice around your unique interests, needs, and goals. We believe in the importance of client-partner relationships, and we are committed to working closely with you to create tailored plans that help you achieve your ideal financial future. Our relationship with you is ultimately what sets us apart - we are your partner, through every stage and step of your financial journey.

Our History

Founded in 1986 by Deborah Frazier, Frazier Financial Consultants has grown into a respected financial planning practice in North Carolina and recently expanded to Westchester, NY. Deborah's vision was to advise clients in financial matters without the selling of any products, a premise that was ahead of its time. Over the years, our firm has evolved, but our commitment to our clients has remained unwavering. Today, our team of experienced advisors is dedicated to providing comprehensive financial planning services that cater to the unique needs of each individual and family.

Our Services

At Frazier Financial Consultants, we offer a range of services designed to help you achieve your financial goals. Our comprehensive financial planning services include investment management, retirement planning, estate planning, tax planning, and more. We take a holistic approach to financial planning, considering all aspects of your financial life to create a personalized plan that aligns with your values and objectives. Our experienced advisors work closely with you to identify areas of opportunity, develop strategies, and implement solutions that help you achieve financial clarity and confidence.

Our Commitment to You

At Frazier Financial Consultants, we are committed to delivering exceptional service and expertise to our clients. Our advisors are dedicated to staying up-to-date with the latest trends and developments in the financial industry, ensuring that you receive the best possible advice and guidance. We believe in transparency, honesty, and integrity in all our interactions, and we strive to build long-term relationships with our clients based on trust, respect, and mutual understanding.

Our Team

Our team of experienced advisors is dedicated to providing exceptional service and expertise to our clients. Deborah Frazier, our founder and Chief Compliance Officer, has over 30 years of experience in the financial industry. Richard Frazier, our LLC owner, is a Certified Financial Planner (CFP) with a passion for comprehensive financial planning. Liz Frazier Peck, our financial planner, is a regular contributor to Forbes.com and has written a book on teaching children about finance.