Broker Check


As planners we strive to discover with you your lifelong goals, objectives, fears, and emotions regarding finances. Understanding this about each client allows us to develop a tailored strategy for your financial success. We believe it is our job to help generate, with a high degree of probability, a desired outcome. We do this by creating order out of the chaos that is today's world of information overload and rapidly changing economies, markets, and tax laws.


Andrew Frazier, MBA, BFA™




Andrew Frazier has been creating and managing client financial plans and assets since 2002 and serves a diverse list of clientele. He holds the Behavioral Financial Advisor designation™. Andrew graduated from Willamette...

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