Our company was founded in 1975 by Judith Bedell, an entrepreneurial pioneer. It was one of the first woman-owned investment companies in the Bay Area. In 2002, Michael Frazier joined the company. Together with a team of experienced, trusted and dedicated professionals, we continue to promote financial well-being.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
Our company was founded in 1975 by Judith Bedell, an entrepreneurial pioneer. It was one of the first woman-owned investment companies in the Bay Area. In 2002, Michael Frazier joined the company. Together with a team of experienced, trusted and dedicated professionals, we continue to promote financial well-being.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
How can we help you today?
Investing is a journey.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
Contact Us
Thank you so much for your interest in Bedell Frazier. If you are interested to learn more or have any questions about our services, please fill out the form and be sure to include as many details as possible so we can best understand your needs.
Two Walnut Creek Center, 200 Pringle Avenue, Suite 555
Walnut Creek, CA 94596
questions@bedellfrazier.com
1-800-783-0344 | 925-932-0344
Two Walnut Creek Center, 200 Pringle Avenue Suite 555, Walnut Creek, CA 94596
Phone: (925) 932-0344
Fax: (925) 932-8216
questions@bedellfrazier.com
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