About Us
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.

Tax Mitigation

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

About Financial Plan Advisors

Your Personal Financial Advisor

Your Personal Financial Advisor

David Frazier is a Certified Financial Planner™ professional (CFP®), certified public accountant (CPA), and an experienced Investment Advisor Representative (IAR) working for clients as a fiduciary. David founded Financial Plan Advisors in 2002 to establish his vision of offering simplified, uncluttered, financial planning and wealth management that is independent and unbiased. While some advisory firms may offer their clients multiple persons, David caters to clients by being their personal financial advisor and their direct contact. As a seasoned and knowledgeable financial advisor, David builds custom portfolios with a variety of strategies to move clients toward their objectives and a comfortable retirement

What We Do

Personal Financial Advisor

“We have a system that increasingly taxes work and subsidizes nonwork.”

– Milton Friedman

Your financial success is our top priority

At Financial Plan Advisors, we believe that financial planning is about more than just investments. It’s about understanding your unique financial situation and developing a customized financial plan to help you achieve your objectives. Whether you are saving for retirement, planning for a major life event, or looking for ways to minimize your taxes, we can help you create a plan to move you toward your goals.

At Financial Plan Advisors, we are dedicated to providing the highest level of service and professionalism to our clients. We believe that financial planning is a lifelong process, and we are here to support our clients every step of the way. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.