Rhode Island Welcomes New Financial Services Firm

Robbie Lawther

20 April 2018

A new financial services firm, specializing in advising entrepreneurs, families and businesses, has launched its practice in Wakefield, Rhode Island.

Frazier Investment Management was founded by Steven Frazier, who was formerly a financial advisor at Stifel, Nicolaus & Co, it said in a statement.

Frazier will lead the firm’s investment management operation, and Michael Jilling of Jilling Wealth Management will serve as a strategic partner.

"I admire the transparency and objectivity of independent platforms," said Frazier. "Our objective structure and access to comprehensive investment strategies gives our clients confidence in our planning process and the advice we offer. I'm excited to bring this forward-thinking model to clients in Rhode Island and across the country. At Frazier Investment Management, our goal is to raise the bar for financial advice, delivering a transparent, progressive and collaborative process that produces exceptional results."

Securities and Advisory services will be offered through LPL Financial, a US Registered Investment Advisor.