Skip to main content

Our financial advice team


Ari Marc Frazer

Ari Marc Frazer

CRPC®, CFS®

Private Wealth Advisor

Managing Director of
Ashford Wealth Advisors
26
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.

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

Interests

Spending Time with my Family

Golf

Tennis

Photography

Painting

Video games with my kids

Awards & recognition

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

Education

  • University of Pennsylvania - Bachelor's Degree
Newsletter

to receive my newsletters and other financial and market information

Community participation

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