Planning For Your Peace Of Mind

Knowledgeable Experienced Proficient

Knowledgeable Experienced Proficient​

Your Personal CFP® To Advise You
Investment Management

The Targeted Portfolio Solutions (TPS) program provides a comprehensive framework for investors.

Retirement Planning

Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.

Retirement Planning

Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.

Successful Retirement Planning requires the assessment of many variables and the selection of a few key goals.

We can set up tax strategies and IRAs to receive contributions, transfers or rollovers of investment funds.

Who We Are

We offer financial planning and investment management services

We offer financial planning and investment management services

We can assist you and guide you with your financial investments at every stage of your life. We are an independent professional financial planning and investment management advisory firm serving Springboro, Lebanon, Centerville, Dayton and Cincinnati, Ohio. Our goal is to help you take control of your financial future. David Frazier is a Certified Financial Planner™ professional (CFP®), certified public accountant (CPA), and an experienced Investment Advisor Representative (IAR). David founded Financial Plan Advisors, after departing Morgan Stanley in 2002, to establish his vision of offering simplified financial planning and investment management in an unbiased, fiduciary and independent manner. While some firms may offer clients multiple persons of contact, David caters to clients by being their personal financial advisor and their single point of direct contact. As an independent financial advisor, with almost unlimited security options, he can suggest investment strategies aimed at wealth, and help clients to achieve their goals.

What We Do

Personal Financial Advisor
Our Services

Your Money, Your Plan!

When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.

Financial Planning

From beginning to end, a Certified Financial Planner™ professional guides you through the financial planning process.

Retirement Planning

We understand that growing your money safely is important. This is why we have designed retirement plans that suit your needs.

Wealth Management

A wealth management advisor is a high-level professional who manages an affluent client’s wealth holistically.

Portfolio Management

Portfolio managers understand the client’s financial needs and suggest the best and unique investment policy for them with minimum risks involved.

Investment Management

We offer a comprehensive range of Investment Management solutions especially designed to help you achieve your financial goals.

Fee-Only Fiduciary Accounts

Working solely with a fiduciary advisor means that recommendations given to you are never conflicted by selling commission incentives.

By planning your finances, you plan for the future.

By planning your finances, you plan for the future.

There is none better than a trustworthy CFP® Advisor to guide you thoroughly through the sequence of steps, provisions and elements to produce your custom family financial plan. Then your experienced CFP® Advisor can offer assistance, guidance and monitoring to you along the way to improve your chances for successfully achieving your retirement. If you want to check out how a knowledgeable CFP® Advisor can offer financial guidance and monitor your investment accounts, start by filling out our Contact Page.

Case Studies

Let’s See Our Latest Project

Let’s See Our
Latest Project

Retirement planning begins with your CFP® professional listening to you to understand your financial resources and your concerns about your money in retirement.

Case Studies

Let’s See Our Latest Project

Let’s See Our
Latest Project

Retirement planning begins with your CFP® professional listening to you to understand your financial resources and your concerns about your money in retirement.

Our Team

Behind Our Company

Behind Our
Company

Your dependable Certified Financial Planner™ to guide you toward your objectives and dreams with a simple financial plan.

Chandra

Founder

Our Team

Behind Our Company

Behind Our Company

Your dependable Certified Financial Planner™ to guide you toward your objectives and dreams with a simple financial plan.

Testimonials

What Our Clients Says

What Our
Clients Says

Budiono CEO

Financial Plan Advisors is the kind of partner that you want to go into battle alongside. They are insanely responsive, right from the first stage.

Indra Manager

The depth and breadth of their experience has been extremely helpful right from the start. The speed and responsiveness on time-sensitive opportunities.

Susanti Accountant

Financial Plan Advisors are more than advisors- they are partners. They listen carefully and are a great sounding board, enabling faster decision making.

    Virtual discussions and meetings
    by appointment.

    Check the background of this investment professional on FINRA’s BrokerCheck

    Check other background credentials for this investment professional AdviserInfo  CFP® CPA