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Our financial advice team


Ari Marc Frazer, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Ari Marc Frazer

CRPC

Private Wealth Advisor

Ashford Wealth Advisors

An Ameriprise Private Wealth Advisor

29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Pennsylvania - Bachelor's Degree

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015, 2016
  • Ameriprise Circle of Success, 1996 - 2012
  • Ameriprise Chairman's Advisory Council, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer annually with Cradle for Crayons in West Conshohocken PA, where we help children of underprivileged families.

Interests

Spending Time with my Family

Golf

Tennis

Photography

Painting

Video games with my kids