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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
I am a fiduciary, fee-only financial planner - which means my clients come first. I partner with my clients to simplify the complexities of finance and help them reach their unique goals. I create transparent, tailored financial plans based on my client’s specific needs, including: retirement, investing, college planning, budget management, buying a home, divorce, inheritance and any other of life’s changes and stages. As a child of a financial planner, I was always interested in helping others organize their finances and understand money. When I had my first child, like so many new parents, I realized the overwhelming need to make sure my family was financially prepared and protected. I got my CFP, joined the family firm, Frazier Financial Consultants, and started seeing clients to help them do the same. Developing relationships with my clients and using financial planning to help them reach their goals and enhance their lives is a true joy for me. I have my MBA and am a member of multiple financial associations including The National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors. I am a regular financial contributor on Forbes.com, as well as an expert for other national platforms, podcasts and media. I'm also an active advocate for financial literacy for kids and teens. As my practice grew, I realized how many adults are intimidated by finance and avoid managing their money. The intimidation and issues around finance with adults all stem from one thing – lack of education. No one is teaching finance to kids, so how are they supposed to understand it as an adult? Why are our kids not learning finance until they turn 18, and then are thrown into adulthood to make critical financial decisions? What started with some basic financial lessons for my own children quickly grew into a passion for getting children started on the right track. In 2019 I published 'Beyond Piggy Banks and Lemonade Stands: How To Teach Young Kids About Finance', a step-by-step guide for parents of elementary school children. My mission, through my practice, writing and partnerships is to provide simple and relatable advice, content, tools and resources so anyone can learn the basics of money management. I want you to feel protected and secure, have peace of mind and most importantly, discover and reach your real dreams.
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Specialties and Expertise

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

Clientele

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

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:$750,000Number of clients:150

Services Provided

How I help my clients

Advice-Only Financial Planning

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Retirement Planning

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Financial Planning

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Investment Planning

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Pricing Models

Flat Fee
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: 05-30-2025