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Progressive Advice. Modern Tools. Successful Relationships.

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Our Mission is to be a trusted partner in your investing and financial planning success. We believe that a transparent, progressive, and collaborative process delivers exceptional results.

Steve Frazier, AIF® Photo

Steve Frazier, AIF®

President
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Steve Frazier, AIF®

President

Steve’s passion for investing began alongside his grandfather, hand charting stock prices at an early age. Upon graduating Summa Cum Laude from the University of Rhode Island with a finance degree, Steve dove head first into e-commerce business development; expanding a North American manufacturing business, learning how to use resources efficiently and maximizing financial resources. In 2012 Steve took this valuable experience and went back to his two true passions, investing and people. Working with Stifel, Nicolaus & Co. he built incredible client relationships and a practice based on trust and understanding. Frazier Investment Management continues these trusted relationships and builds on the client experience by using modern financial tools, top tier research and independent and objective advice. Steve is an Accredited Investment Fiduciary, certified specifically for his ability to follow a fiduciary process with his clients’ best interests at heart.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Frazier Investment Management and Jilling Wealth Management are separate entities from LPL Financial.

Strategic Partners

Michael Jilling, CFP® Photo

Michael Jilling, CFP®

Strategic Partner
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Michael Jilling, CFP®

Strategic Partner

Michael is a CERTIFIED FINANCIAL PLANNER™ and founder of Jilling Wealth Management.  Mike began his investment career in 2001 as a Financial Advisor at Morgan Stanley.  His 17+ year career has spanned many market cycles and events.    Working closely with clients in both good and bad times has provided the foundation of trust where Mike will oftentimes work with multiple generations of family members through their unique journeys.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Frazier Investment Management and Jilling Wealth Management are separate entities from LPL Financial.

Who We Serve

Entrepreneurs

We have a strong affinity for entrepreneurs and business owners. As entrepreneurs ourselves, we are very familiar with the challenges you face daily. We utilize our experience in this area to invest assets, tax plan, offer business buy/sell advice and introduce you to complementary professionals that may be important to pursuing your goals.

Pre-Retirees

We are experts at understanding goals, discussing your path toward them and getting results. Whether paying off student loans, saving for your dream home, or planning for retirement, with your collaboration we develop a roadmap forward.

Retirees

With a focus on risk management and income, we work with you to optimize Social Security, pension benefits, and investment income to pursue your best retirement outcome.

Families

Through our Trust* and Estate services we work with you and your legal counsel to implement efficient investing and planning.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Businesses

Experienced with employee benefit plans. Through the use of 401k’s, SEP IRA, Simple IRA, and profit sharing arrangements, we offer first rate value in choosing and administrating benefits to your company and your employees.

Progressive. Modern. Successful.

 

 Plan

Interactive planning tools help map a course forward. Current and dynamic plan results help our clients visualize progress and streamline their financial lives.

 Implement

A modern and efficient investment approach tailored to your financial plan. Tax efficient and cost-conscious investing through Exchange Traded Funds, stocks and individual bond ladders.

 Progress

A partner in your progress. We are here to help you stay the course, control emotion, and work alongside you to answer the tough questions while aiming to control risk as your goals evolve.

Getting Started is Easy.
Contact Us

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.