"Retirement Planning Shouldn’t Keep You Up at Night."
Great Service Starts With A Great Team!
At the heart of our commitment to excellence is our dedicated team of professionals. Our team members work tirelessly to deliver personalized financial guidance and solutions tailored to each clients unique circumstance. With our diverse set of knowledge and a shared passion for helping you achieve your financial goals, meet the people who make your success their priority!
Mark Frazier CPA is licensed to sell and/or discuss Securities Products only to residents of the states listed: FL, IL, KY, MI, OH, TN
Mark Frazier CPA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Mark Frazier CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: MI, OH, TN
Mark Frazier CPA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: OH
Mark Frazier CPA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: MI, OH, TN
Address
461 N HIGH STREET
CHILLICOTHE, OH 45601
Licenses
- Series 6, 63, 65, 7, 7TO
Holistic Wealth Management
The Difference
We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience, helping make us an efficient and productive wealth management company.
We Are:
We Provide:
We Are:
- Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
- Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
- Understanding- We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
- Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.
We Provide:
- Independent Products - We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
- Technology - View your account statements, account values, holdings, and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, and account statements all in one place.
Want More Information?
Whether you have questions, need advice, or want to discuss your financial goals, we are here to help! Please provide your email and any questions you have, and one of our dedicated team members will follow up to schedule a consultation.
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