In May, Andy Frazier and Greg Kimura settled into the new Beaumont Village offices of Frazier Wealth Management in the Fremont Commons Building. The wealth-management and financial planning firm is now located at 4605 N.E. Fremont Street, Suite 106, across the breezeway from SmallWares and next door to the Pinball Outreach Project.
Frazier did most of the work on the space himself, over the course of two weeks, with a little help from Badger Electric.
“I’m super-excited about it” said Frazier, who was born and raised in Northeast Portland. “I was anxious about pulling up roots downtown. We’re a financial company. We’re supposed to be downtown. But it’s been awesome working in the neighborhood. Walking to work, I’ve lost 23 pounds.”
Frazier is a third-generation Portlander. He graduated from Willamette University, where he also earned his MBA, and has served in leadership positions with the Portland Children Museum’s leadership council, the Venture Portland’s grants committee, the Portland Business Alliance board of directors and the Small Business PAC advisory committee.
“I grew up in Laurelhurst and went to Grant. I’m a proud Fernwood Falcon,” said Frazier, who coaches NEU soccer in the neighborhood and lives just a few blocks from his new office. “I’ve traveled quite a bit, and there’s never been anywhere else that I’ve wanted to live. I have a lot of Northeast pride and this is where I belong.”
Frazier and Kimura met when they worked together at AXA Advisors in downtown Portland. Four years later, they started their own firm, Frazier Hunnicutt Financial, with offices in the Congress Center downtown. They wanted to offer their clients better investment choices than the proprietary products peddled by larger investment firms.
“Our belief is that a financial plan should drive the investment selections, regardless of where it’s from or who owns it,” said Frazier. “As planners, we learn our client’s lifelong goals, their objectives, fears, and emotions about finances. Understanding this helps us to develop a tailored strategy for them to succeed and get where they need to be.”
“We love working with small business owners,” said Frazier. “They’ve got a lot of moving parts, but they have more options than they think they do. Small business owners are so busy doing everything else that they often delay having the conversation. This stuff is really easy to get going and you don’t need to have millions of dollars to do it. Once it’s up and running, we take care of it for you and you don’t have to worry about it.”
“We like working with small business owners because of the complexity and diversity of their situations,” said Kimura. “It’s more exciting to work on those kinds of projects. Small businesses often don’t have an HR department, so we help them with their retirement plans or their disability insurance or whatever they need. There’s all sorts of things that we can do.”
“I’d been downtown for twelve years and I was tired of it,” said Frazier. “I was tired of the driving and the parking. I wanted to walk to work. I’m a neighborhood guy. I coach here. I live here. And now I work here. It’s perfect.”
For more information, or to schedule a free portfolio analysis, call 503-719-5366 or visit www.frazierwm.com.