Jeremy Frazie and Jeff Bradley of Frazie Wealth Management, Inc., a financial advisory firm, have been awarded the Accredited Investment Fiduciary® (AIF®) designations from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Jeremy has also been awarded the Professional Plan Consultant™ (PPC™) designation from fi360 as well. The PPC designation signifies specialized training on retirement plan management and administration and ERISA compliance. The AIF and PPC designations are the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF and /or PPC designation.
Frazie, a resident of Minford, OH, and Bradley, a resident of Wheelersburg, OH, are wealth managers for Frazie Wealth Management, Inc. in Portsmouth, OH. Both advisors specialize in financial planning by developing wealth strategies based on his firm’s four cornerstones for financial independence.
fi360, based near Pittsburgh, Pa., is the first full-time training and research facility for fiduciaries, and conducts training programs throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA®) and Professional Plan Consultant™ (PPC™) designations. AIFA designation holders are the only recognized professionals trained to perform fiduciary assessments, which measure how well investment professionals are fulfilling the fiduciary duties required of them by the applicable investment legislation, case law, and regulatory opinion letters. PPC designation holders possess an ability to employ best practices that help plan sponsors run successful and compliant practices. The PPC designation is awarded to those who complete a curriculum based on ERISA regulations and industry best practices as it pertains to the management of a qualified plan.
Frazie Wealth Management, Inc. is an independent wealth management firm that focuses on managing and organizing the financial affairs of professionals, retirees, pre-retirees, business owners, and retirement plans in Portsmouth, OH and surrounding areas.
fi360 helps its clients gather, grow, and protect assets through better investment and decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® training programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®. Our vision is to be the leading provider of services that raise the level of professionalism in investment management.
With extensive education, certification, software, and practice management offerings, fi360 is a one-stop shop equipped to provide individuals and organizations with the training, tools, and resources necessary to become more successful.