Your Trusted Financial Advisor in Columbus, Ohio and Nationwide
You are your own financial hero – for you, your family, and your community. The burden to make the right financial choices is heavy. Fortunately, you don’t have to go it alone.
Financial and Tax Planning You Can Trust
Managing your financial life requires more than just investments, it requires coordination between wealth strategies and tax preparation. As a tax advisor, Frazier Financial bridges the gap. We not only create long-term investment strategies but also help minimize your tax burden, improve cash flow, and prepare your returns with precision.
Wealth Management & Tax Preparation
Most families have multiple financial professionals in their lives. Most often they are not coordinated to help your family as a team. We can be your “one stop shop” resource for everything financial.
Taxes comprise an essential piece of your complete financial picture. As your strategic partner in developing a comprehensive tax plan, we will help you reduce your tax burden and maximize cash flow.
A Financial Advisor Close to Home
When searching for a “financial advisor tax accountant near me”, you want someone who understands your community as well as your financial picture. Frazier Financial has proudly served Columbus and the surrounding area for decades. We’re locally owned and operated. This means no national sales quotas, no “pay-to-play” product menus, and no hidden fees. Just straightforward advice, designed for you.
As part of the Columbus community, we invest our personal 401(k)s and accounts in the same strategies our client’s own. Many advisors do not “eat their own cooking”, we do and want to talk about it. That means when you succeed, we succeed too. Our reputation has been built on trust, accountability, and results.
We specialize in wealth management Columbus, Ohio families can count on. From building portfolios to filing your taxes, we take a holistic approach that considers both your lifestyle today and the legacy you want to leave tomorrow.
Financial Planning Services For Your Unique Needs
Here’s how we can help:
Every client’s story is unique. This is why no two financial plans should ever look the same. At Frazier Financial, we take the time to understand your goals, nothing is “off the shelf” like you find at many national firms. Our coordinated services ensure your investments, taxes, insurance, and retirement all work together.
Investment Management
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Business Planning
For business owners, we provide tax-efficient structure planning, succession strategies, and retirement plans that align your professional success with your personal financial security.
Retirement Plan Options
Unexpected events can derail even the most detailed financial plans. That’s why we provide guidance on life, disability, and long-term care insurance, ensuring your family and assets are protected.
Estate Planning
Protect your legacy. We’ll guide you through wills, trusts, gifting strategies, and estate tax planning to ensure your wealth transfers smoothly to the next generation.
Insurance and Risk Management
Unexpected events can derail even the most detailed financial plans. That’s why we provide guidance on life, disability, and long-term care insurance, ensuring your family and assets are protected.
Tax Planning and Preparation
Taxes affect nearly every financial decision you make. We go beyond filing your returns—we provide proactive strategies to minimize your tax liability, maximize deductions, and increase after-tax income.
Retirement Planning
Retirement should be a time of freedom, not worry. We’ll help you prepare with strategies for 401(k)s, pensions, IRAs, and Social Security, ensuring you have the income you need to live the life you want.
Financial Planning
Education Savings
Business Structure Planning
Business Tax
Life, Disability & LTC Insurance Protection
Estate, Gift and Trust Tax Services
Investment Management
Investment Management
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Business Planning
Business Planning
For business owners, we provide tax-efficient structure planning, succession strategies, and retirement plans that align your professional success with your personal financial security.
Retirement Plan Options
Retirement Plan Options
Unexpected events can derail even the most detailed financial plans. That’s why we provide guidance on life, disability, and long-term care insurance, ensuring your family and assets are protected.
Estate Planning
Estate Planning
Protect your legacy. We’ll guide you through wills, trusts, gifting strategies, and estate tax planning to ensure your wealth transfers smoothly to the next generation.
Insurance and Risk Management
Insurance and Risk Management
Unexpected events can derail even the most detailed financial plans. That’s why we provide guidance on life, disability, and long-term care insurance, ensuring your family and assets are protected.
Tax Planning and Preparation
Tax Planning and Preparation
Taxes affect nearly every financial decision you make. We go beyond filing your returns—we provide proactive strategies to minimize your tax liability, maximize deductions, and increase after-tax income.
Retirement Planning
Retirement Planning
Retirement should be a time of freedom, not worry. We’ll help you prepare with strategies for 401(k)s, pensions, IRAs, and Social Security, ensuring you have the income you need to live the life you want.
Financial Planning
Financial Planning
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Education Savings
Education Savings
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Business Structure Planning
Business Structure Planning
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Business Tax
Business Tax
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Life, Disability & LTC Insurance Protection
Life, Disability & LTC Insurance Protection
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Estate, Gift and Trust Tax Services
Estate, Gift and Trust Tax Services
Our investment management services are tailored to your risk tolerance, time horizon, and personal objectives. From retirement accounts to education savings, we design diversified portfolios that help your money grow with discipline and confidence.
Get To Know Us
Our Advisory Team
Client Service Team
Tax & Investment Operations Team
Process
Schedule a Visit
Come spend a couple of hours at our office, where we will get to know each other, share expectations, and gather information for the next visit. You will meet one of our office dogs, Romeo or Beans, depending on who is scheduled to work that day.
Discuss Solutions
During our second visit, we will share a comprehensive conversation about how to best meet your financial goals.
Implement Your Plan
Rest assured we will provide the successful financial relationship you are looking for and deserve.
Relationship for a Lifetime
We’re committed to helping you achieve your financial goals. We’re looking forward to having your family become part of our family on your financial journey.
You have worked hard to get where you are today.
You’re faced with challenging financial decisions that impact your ability to care for loved ones and maximize what you have earned. Do you have a trusted guide on path to achieving your goals?
Our History
Talk to a Columbus Financial Advisor Today!
Your financial future shouldn’t be left to chance. Whether you’re approaching retirement, building wealth, or just starting out, Frazier Financial is here to help you chart a clear, confident path forward.
Our process starts with a complimentary visit—no cost, no obligation. We’ll get to know you, listen to your goals, and outline strategies designed just for you. From there, you decide how you want to move forward.
Don’t wait to take the next step toward financial clarity and peace of mind. Connect with a trusted Columbus, Ohio financial advisor today and start your journey with a partner who truly puts your interests first.
Fill out the form below to schedule a visit with us.
The first step in any relationship is getting to know one another. Solid relationships are built on trust and communication. Schedule a time to meet with one of our financial advisors to determine whether we are the right fit for your needs. We look forward to meeting you.
Address: 1690 W Lane Ave, Suite 280, Columbus, Ohio 43221
Phone: 614-793-8297
Fax: 614-793-8299
