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Liz Frazier Peck | Financial Advisor

Profile img for Liz Frazier Peck, financial advisor at Liz Frazier Peck
Katonah, NY
Liz Frazier Peck
Financial Advisor
Financial Planner at
Liz Frazier Peck

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Investopedia Top 100 Financial Advisor 2023 I am a fee-only CFP® professional, the author of 'Beyond Piggy Banks and Lemonade Stands: How to Teach Young Kids About Finance', and a regular contributor at Forbes. I've been featured in national media such as WSJ, Fox, NBC, People and PBS. My goal through my practice, speaking, writing and partnerships is to simplify finance so anyone can live a financially healthy life. Financial Planning can feel overwhelming and intimidating, and most don’t know where to start. As a fee-only financial planner and money manager, my clients come first. I partner with my clients to simplify the complexities of finance through transparent money management and comprehensive financial planning. I help clients reach their unique goals and specific needs, such as: investing, retirement, starting a family, recently widowed or divorced, inheritance or any other of life's stages or changes. The process starts with a free consultation where we discuss your goals and needs, and my process. From there we'll determine the best plan forward. I am based in Westchester, NY and work with clients across the country. In addition to my CFP, I have my MBA, and am a member of the National Association of Personal Financial Advisors. I am a part of our family firm, Frazier Financial Consultants in NC, which was founded in 1986. As a family business founded upon trust, transparency, and devotion, some of our clients have been with FFC for 30+ years, and most of our clients are based on referrals. On my free time you'll find me playing with my kids, or on the tennis courts!
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Specialties and Expertise

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High Net Worth Planning
Portfolio Construction
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies
College Planning
Ultra High Net Worth Planning
Retirement Income
Socially Responsible Investing (SRI)

Clientele

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New Investors
High Net Worth Individuals
Divorcees
Inheritors
Retirees
Surviving Spouses
Business Owners
Corporate Executives
Entrepreneurs
LGBTQ+
Wealthy Families

Credentials and Designations

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Certified Financial Planner™

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Master of Business Administration

Education

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Wake Forest UniversityMBAYear Obtained: 2004
North Carolina State UniversityBachelors in BusinessYear Obtained: 1999
Quick Facts About Liz
Years of Experience:12 yearsMember since:2025Average Account Size:$1,000,000Number of clients:150

Services Provided

How I help my clients

Investment Management

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Investment Planning

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Retirement Planning

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Financial Planning

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Pricing Models

AUM
One Time Fee
Hourly Fee

Proof of License

SEC Profile
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Katonah, NY
Liz Frazier Peck
Financial Advisor
Financial Planner at
Liz Frazier Peck
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Profile last updated: 07-17-2025