Frazier Investment Management

Progressive Financial Advice. Modern Tools. Successful Relationships.

Financial planner in Wakefield, RI (show on map)

5.0

★★★★★

9 reviews

Progressive Financial Advice. Modern Tools. Successful Relationships.

Call (401) 661-9651

Navigate to Visit website

About

Frazier Investment Management is dedicated to being a trusted partner in investing and financial planning success. With a transparent, progressive, and collaborative process, they deliver exceptional results for entrepreneurs, business owners, pre-retirees, retirees, families, and businesses.

The firm utilizes modern financial tools, top-tier research, and independent, objective advice to guide clients through various financial life stages, including asset investment, tax planning, business buy/sell advice, and employee benefit plan administration.

Progressive financial advice

Modern tools

Trusted relationships

Fiduciary commitment

Collaborative process

Services

Investment Management

Progressive financial advice using modern tools to build successful relationships with clients.

Interactive planning tools Modern and efficient investment approach Tax-efficient and cost-conscious investing

Financial Planning for Entrepreneurs and Business Owners

Specialized advice for entrepreneurs and business owners, including asset investment, tax planning, business buy/sell advice, and introduction to complementary professionals.

Experience in e-commerce business development Understanding of daily challenges faced by entrepreneurs Collaboration with complementary professionals

Retirement Planning

Focused on risk management and income optimization for retirees, including Social Security, pension benefits, and investment income management.

Risk management Income optimization Social Security and pension benefit analysis

Trust and Estate Services

Work with legal counsel to implement efficient investing and planning for families and estates.

Collaboration with legal counsel Efficient investing strategies Comprehensive estate planning

Employee Benefit Plan Administration

Expertise in choosing and administering employee benefit plans, including 401(k)s, SEP IRAs, SIMPLE IRAs, and profit-sharing arrangements.

First-rate value in plan selection Efficient administration Tailored solutions for companies and employees

Credentials & Certifications

Accredited Investment Fiduciary (AIF)

Since 2012

CERTIFIED FINANCIAL PLANNER™ (CFP)

Since 2001

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Frazier Investment Management’s mission? +

To be a trusted partner in investing and financial planning success, delivering exceptional results through a transparent, progressive, and collaborative process.

Who does Frazier Investment Management serve? +

Entrepreneurs, business owners, pre-retirees, retirees, families, and businesses, offering specialized advice tailored to each group’s unique financial needs.

What services are offered for entrepreneurs and business owners? +

Asset investment, tax planning, business buy/sell advice, and introduction to complementary professionals, leveraging the firm’s experience in e-commerce and understanding of daily business challenges.

How does Frazier Investment Management approach retirement planning? +

Focused on risk management and income optimization, working with clients to optimize Social Security, pension benefits, and investment income for the best retirement outcome.

What employee benefit plans does Frazier Investment Management administer? +

401(k)s, SEP IRAs, SIMPLE IRAs, and profit-sharing arrangements, offering first-rate value in plan selection and administration for companies and employees.

Who are the key leaders at Frazier Investment Management? +

Steve Frazier (President, Accredited Investment Fiduciary), Brian Murphy (Market Strategist and Investment Manager, former Navy pilot), and Michael Jilling (Strategic Partner, CERTIFIED FINANCIAL PLANNER™).