For Beaumont-Wilshire resident Andy Frazier, taking on the role of president of the Beaumont Business Association in January made perfect sense. With his home of eight years in Beaumont-Wilshire near Fire & Stone restaurant, and the move of his wealth management business from downtown Portland to Beaumont Village last May, his proverbial world is now all within a few blocks—and giving to his community falls in line with Andy’s long history of volunteerism. “I’m a big believer in supporting my neighborhood and greater community,” he said.
Evidence abounds that Andy is all walk—not just talk. In addition to his leadership role as BBA president, Andy is a current, longtime, and passionate youth soccer coach for Northeast United Soccer Club (NEU PDX), and he also serves on the Portland Children Museum’s Leadership Council, the grant committee for Venture Portland, the Portland Business Alliance Board of Directors, the Oregon Youth Soccer Association (OYSA) Board of Directors, and the Small Business PAC (a small business advisory committee and advocacy group for Portland business owners).
As for Andy’s volunteerism related to the Beaumont Business Association, he cites board goals for 2017 that include enhancing membership benefits and growing the membership, improving membership events with a focus on making them more social in nature to allow members to meet their business neighbors, and continuing to grow successful district events such as Fremont Fest and Holiday Fest. But Andy has a broader goal in mind for the BBA as well: “In addition to accomplishing these things, we also hope to increase the district’s visibility throughout the neighborhood and within the greater city of Portland.”
A third-generation Portlander (growing up in Laurelhurst) with an MBA from Willamette University, Andy started out working for a large financial management firm in 2002, but a few years later he struck out on his own. Andy explained: “I don’t like the emphasis larger firms in the industry have on selling their proprietary products; I prefer to help people as an independent financial manager.”
Accordingly, every Frazier Wealth Management client receives a financial plan or analysis prior to any investment recommendations. About half of the business the firm does is commission-based; the other half is fee-based, meaning charges are based on the performance of their clients’ portfolios, not on each investment trade. “If our clients make money, then we make money; we’re all motivated for our clients’ success.”
Andy and his employee, who is a Certified Financial Planner (CFP), work with individuals who are planning for retirement, college funding, or aiming toward other financial goals. Small businesses are also in the mix. “We help people prioritize what’s important to them, then set up a game plan to get them there.”
In addition to the demands of his work and volunteer commitments, Andy’s home life is full. With twin 12-year old daughters (who play soccer, of course), wife Jessica (who teaches 4th grade in the David Douglas School District), and two pairs of dogs and cats, Andy’s life is demanding. He is, however, living his dream. “I get to live, work, and volunteer in my neighborhood—and I can walk to work. I put my efforts into my community and try to make it a better place. I also get to work with clients I enjoy.”
Find Andy at Frazier Wealth Management, an advertiser in this newsletter, in the Fremont Commons building at 4605 NE Fremont Street, Suite 106, in the space formerly occupied by Pinball Outreach. For more information, call 503-719-5366 or email andrew.frazier@frazierwm.com.