Frazie Wealth Management is a financial advisory firm based in Portsmouth, Ohio, helping individuals, families, and entrepreneurs organize their wealth around their goals and changing needs. Its approach emphasizes clear, personalized planning, transparent pricing, and advice without hidden agendas or product pitches. The firm offers retirement and investment advisory, including portfolio management, retirement income planning, education funding strategies, and employee benefits analysis.

It also develops tax reduction strategies addressing areas such as business and personal income, investment capital gains, and estate taxes. Family protection services help clients plan for financial risks related to death, disability, long-term care, and extended illness. For clients focused on preserving and transferring wealth, Frazie provides legacy and estate planning support, including strategies to address estate taxes, probate, and asset protection.

The firm’s process begins with a no-obligation discovery call, followed by a tailored financial plan and support putting it into action. Frazie also shares educational resources, including articles and practical guidance, to help clients make informed financial decisions and pursue a more confident retirement