Liz Frazier

CFP®, MBA

Frazier Financial Consultants

Financial Advisor and Author

Liz Frazier

CFP®, MBA

Frazier Financial Consultants

Financial Advisor and Author

I am a fee-only financial planner and provide financial advice for all areas of life including: retirement, investing, budgeting, debt management, savings goals, college funding, etc. I focus on hourly and project planning, which can range from help with specific financial questions, plans to "get on track" or comprehensive financial plans. - Liz Frazier, CFP®, MBA

Fee-Only financial planner located in Somers, NY, serving clients locally and across the country

Liz Frazier Peck is a Somers, NY fee-only financial planner. Frazier Financial Consultants provides comprehensive financial planning, retirement planning, and education planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Liz Frazier Peck is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Liz Frazier Peck decided to go into financial planning after the birth of her first child in 2013. Like so many other new parents, she realized the overwhelming need to make sure her new family was financially prepared and protected. Her goal is to alleviate the anxiety that surrounds finance and provide simple advice for all of life's stages and changes.

An advocate of financial literacy for children, Liz is the author of Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance (2019).

She is also a regular finance contributor on Forbes.com, focusing on everyday personal finance that anyone can understand and use; her articles provide real world simple, accessible, and entertaining financial advice. In additional to writing for Forbes, she has been interviewed by the Wall Street Journal, PBS, and multiple local radio programs. More can be found on her website at LizFrazier.com

In addition to her CFP, she holds an MBA from Wake Forest University and is a member of the National Association of Personal Financial Advisors (NAPFA). 

Liz lives in Westchester NY with her husband and children. Outside of work, she can be found playing dinosaurs with her toddler son, on “movie dates” with her six-year-old daughter, conducting science experiments with her 10-year-old stepson, or sneaking away for the much needed date night with husband and friends.

Liz Frazier is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

At Frazier Financial Consultants, we believe in the importance of Client-Partner relationships. As a Fee-Only family run firm, we revolve our practice around your unique interests, needs and goals. We are dedicated to working with you closely to create tailored plans that help you towards your ideal financial future. Our relationship with you is ultimately what sets us apart - We are your partner, through every stage and step of your financial journey.

Specialties

  • Comprehensive Financial Planning
  • Retirement Projections and Planning
  • College Education Planning
  • Budgeting
  • Debt Management
  • Risk & Insurance Assessments
  • Saving for Goals
  • "Getting On Track Financially"

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors
  • Single Parents
  • Millennials
  • Working Professionals
  • Women

Working Together

  • In-Person Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Liz Frazier

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Office Locations:

  • 1 Summit Circle
    Somers, NY 10589
  • Headquarters
    Chapel Hill, NC 27514

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