About Frazier Wealth Management · Portland
Frazier Wealth Management is a Portland, Oregon-based financial advisory firm led by founder and wealth advisor Andrew Frazier, MBA, BFA™, serving individuals, families, and small-to-mid-size businesses with personalized wealth management, investment management, and risk management services. The firm, registered as Frazier Wealth Management LLC in Oregon on April 11, 2016, operates out of an office at 4020 NE Fremont St, Suite B, in Portland's Beaumont-Wilshire neighborhood, and conducts its securities business through LPL Financial (member FINRA/SIPC). Andrew Frazier brings more than two decades of industry experience (since 2002), complemented by a Willamette University MBA and the Behavioral Financial Advisor (BFA™) designation, and the firm emphasizes a 'game plan' approach — comprehensive financial planning, values-aligned (socially responsible) investing, and small-business retirement plan support.
Frazier Wealth Management is a privately-held, Portland-based wealth management firm that helps individual investors, families, and small-to-mid-size business owners build and execute a 'financial game plan' covering every stage of life. Founder Andrew Frazier has been creating and managing client financial plans and assets since 2002 and holds the Behavioral Financial Advisor (BFA™) designation along with a B.S. in Psychology and an MBA from Willamette University in Salem, Oregon. The firm's core service pillars are Wealth Management & Financial Planning, Investment Management, Risk Management, Small Business Retirement Plans, and Socially Responsible (ESG/SRI) Investing, with additional resources covering retirement income planning, estate and charitable giving, and a client account-access portal linking to carriers such as LPL, AXA, Brighthouse, Jackson National, American Funds, VOYA, and MFS College Savings. The firm was registered as Frazier Wealth Management LLC (an Oregon Domestic LLC) and the assumed business name 'Frazier Wealth Management' on April 11, 2016, with Alex C. Trauman of Motschenbacher Blattner LLP serving as the registered agent. Securities are offered through LPL Financial (member FINRA/SIPC) — Andrew has been affiliated with LPL since 2022 after prior stints at Securities America Advisors (2017–2022) and SII Investments (2006–2017), and before that as a financial advisor with AXA Advisors in Portland (2002–2006). A third-generation Portland resident, Andrew lives locally with his wife and twin daughters, coaches competitive girls' soccer with Oregon Surf (ECNL), and has served in leadership positions with many civic and political organizations in the Portland area advocating for small business — including a seat on the United Way of the Columbia-Willamette Board of Directors in 2014–15. The firm bills itself as 'client centered,' acting as a financial Coach and General Manager for each household or business it serves.
- In business
- Registered with the Oregon Secretary of State on April 11, 2016; Andrew Frazier has been in the financial services industry since 2002.
- Owner
- Andrew Frazier, MBA, BFA™ — Founder and Wealth Advisor; third-generation Portland resident.
- Serves
- Portland, Oregon and the greater Portland metropolitan area; registered to serve clients in Oregon and Texas (per LPL disclosures).
- Rating
- 5.0 stars based on limited public reviews (LocalityBiz shows 2 client reviews, both 5 stars: 'I have known Andrew Frazier for twelve years and never had questionable service…' — Sharon Anderson Johnson; 'Thanks for making the process easy. Friendly, local and flexible.' — Jaret S).
About Frazier Wealth Management
Frazier Wealth Management describes itself with a sports metaphor: 'Financial freedom requires a game plan, execution, and implementation of that game plan.' The firm positions itself as a Coach and General Manager for each client, designing and staffing a personalized financial strategy rather than selling off-the-shelf products. According to the firm's own About page, 'No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up.' The firm is registered as Frazier Wealth Management LLC in Oregon and operates as a privately-held company headquartered at 4020 NE Fremont St, Suite B, in Portland's Beaumont-Wilshire neighborhood, with securities and advisory services offered through LPL Financial (member FINRA/SIPC).
- Tagline: 'Together We Reach the Goal'
- Founded by Andrew Frazier; firm registered in Oregon on April 11, 2016
- Privately held; 1–10 employees per LinkedIn
- Broker-dealer / RIA: LPL Financial (FINRA/SIPC)
Meet Andrew Frazier, MBA, BFA™
Andrew Frazier is the founder and lead wealth advisor of Frazier Wealth Management. He has been creating and managing client financial plans and assets since 2002, after starting his career as a Financial Advisor with AXA Advisors in Portland (2002–2006). He later held positions at SII Investments (2006–2017) and Securities America Advisors (2017–2022) before moving his registration to LPL Financial in 2022. He holds a Bachelor of Science in Psychology and an MBA from Willamette University in Salem, Oregon — where he was a varsity soccer captain, WU Defensive Player of the Year, and a fraternity leader. He also holds the Behavioral Financial Advisor (BFA™) designation and the Series 66 license. Andrew is a third-generation Portland resident, lives with his wife and twin daughters, and is a passionate competitive girls' soccer coach with Oregon Surf (ECNL).
- B.S. Psychology & MBA, Willamette University
- Behavioral Financial Advisor (BFA™) designation
- 23+ years in financial services
- Past board member, United Way of the Columbia-Willamette (2014–15)
Wealth Management & Financial Planning
The firm's flagship service is comprehensive, goals-based financial planning. As stated on the Frazier Wealth Management website: 'Comprehensive Financial Planning is more than the active management of investments. It is more than the creation of a retirement plan and it goes well beyond regular check-ups of a portfolio.' The firm says truly comprehensive planning addresses every life event — buying a home or car, saving for a child's education, preparing for retirement, and creating an estate plan. The firm's planners work to discover each client's lifelong goals, objectives, fears, and emotions regarding finances, then build a tailored strategy to deliver a desired outcome with a high degree of probability.
- Life-event planning (marriage, divorce, home purchase, education, retirement)
- Estate and legacy planning
- Goal-based, tailored financial plans
- Ongoing follow-up and plan updates
Investment Management
Frazier Wealth Management offers professional management of portfolios across equities, bonds, fixed income, real estate, cash, and other securities, with the purpose of achieving a desired outcome while controlling risk and keeping client goals and values in mind. The firm states that, 'as markets change, it is important that investment management strategies are flexible to constantly align risks and opportunities with the varying market conditions.' Accounts are managed on a non-discretionary basis, meaning the advisor consults with clients before executing trades and respects reasonable client-imposed investment restrictions.
- Multi-asset portfolio construction
- Non-discretionary management with client consultation
- Flexible, market-aware strategy adjustments
- Qualified and non-qualified investment accounts
Risk Management
Risk management is described on the firm's site as 'paramount to building and maintaining wealth.' The process involves analyzing exposure to risk and determining how best to handle it, with tools that may include life insurance, disability insurance, long-term care insurance, and annuities. The firm follows a five-step risk management framework: identification, measurement, treatment, implementation, and monitoring, with the stated goal of balancing each client's personal risk tolerance with the appropriate amount of risk needed to help accomplish their goals.
- Life insurance
- Disability insurance
- Long-term care insurance
- Annuities
- 5-step process: identify, measure, treat, implement, monitor
Small Business Retirement Plans
Frazier Wealth Management works with small and mid-size business owners to design, implement, and service workplace retirement plans. The firm helps employers understand and identify their retirement plan needs, create solutions to fulfill them, and provide ongoing service to both the organization and its employees. Available plan types include Simple IRA, SEP IRA, 401(k), and Defined Benefit plans. The firm also leverages LPL Financial's retirement plan toolset — including fiduciary monitoring, fund line-up comparison, expense analysis, plan benchmarking, and an ERISA help desk — to support plan sponsors.
- Simple IRA
- SEP IRA
- 401(k)
- Defined Benefit plans
- LPL Fiduciary Monitoring System
- Fee comparison & benchmarking (PlanPoint, PlanProfile, FeeChecker)
Socially Responsible Investing (SRI / ESG)
Frazier Wealth Management maintains a dedicated Socially Responsible Investing page that explains sustainable, responsible, and impact (SRI) investing as a discipline that considers environmental, social, and corporate governance (ESG) criteria. The firm notes, 'Today's socially responsible investing isn't simply about excluding 'sin' stocks. It's also about investing to achieve both a positive impact on society and favorable investment results.' Motivations discussed include personal values, using resources for the betterment of society, and competitive portfolio performance. The firm helps investors 'see financial potential through the lens of socially responsible investing when this is of importance to them.'
- ESG / SRI / Impact investing strategies
- Values-aligned portfolio construction
- Performance-competitive, mission-aligned investing
Retirement & Charitable Giving Resources
The firm publishes a Resource Center covering retirement-income planning and estate/charitable topics. The 'Retirement' page discusses sources of retirement income — qualified-retirement plans, Social Security, personal savings, and investments — and offers interactive tools such as a Required Minimum Distribution (RMD) estimator and a 'Rightsizing for Retirement' calculator that helps clients think about what their home really costs in retirement. The 'Charitable Giving: Smart from the Heart' article walks clients through supporting causes they care about with planned giving strategies.
- Retirement income planning
- RMD estimator
- Rightsizing for Retirement calculator
- Charitable giving guidance
Client Account Access
The firm's account-access page provides direct links to client portals at LPL Financial and a wide range of insurance and annuity carriers so clients can manage their existing policies in one place. Supported carriers include LPL, AXA, Brighthouse Financial (formerly MetLife), Jackson National Life, American Funds, VOYA Financial, and MFS College Savings Plan.
- LPL Account View
- AXA
- Brighthouse Financial
- Jackson National Life
- American Funds (SIMPLE, College Savings, IRAs)
- VOYA Financial
- MFS College Savings Plan
Disclosures & Compliance
Per the firm's website, LinkedIn disclosures, and SEC-related listings, securities and advisory services for Frazier Wealth Management are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Earlier LinkedIn profiles also referenced Securities America, Inc. / Securities America Advisors, Inc. (member FINRA/SIPC) as the broker-dealer of record during Andrew Frazier's 2017–2022 tenure. The site is published for residents of the United States and is for informational purposes only — it does not constitute an offer to sell or a solicitation to buy any security. Frazier Wealth Management and LPL Financial (and previously Securities America) are separate entities.
- Current broker-dealer / RIA: LPL Financial (FINRA/SIPC)
- Prior broker-dealer: Securities America, Inc.
- Securities registered in Oregon and Texas
- All content is informational; not an offer or solicitation