We are in the business of life. Your life.

Making sure your money works as hard as you do.

A financial plan that prioritizes your priorities.

Navigate your personal road to a secure retirement.

Unlock the Secrets of College Financial Planning

Financial Fitness: Developing and Maintaining Money Muscles

NBC Bay Area OpenRoad Feature

Wherever you want to go, Bedell Frazier is here to help you get there.

How can we help you today?

Make sure your money is working as hard as you do.

SEC-Registered Investment Advisors

Wealth Management

Investment Strategies & Solutions

Managed Investments

A financial roadmap focused on guiding you through each stage of your life.

Financial Planning

Retirement Planning

Estate Planning

Education Funding

Financial Independence

BFIC Partners - Mike Frazier - Meredith Rosen - Mike Harris - Bedell Frazier Investment Counselling, LLC - Registered Investment Advisor - Investment Management - Financial Planning - Bay Area - Walnut Creek, California

We embrace intellectual curiosity.

Bedell Frazier is continually sought out by leading industry media publications for their expert insights and unique financial perspectives.

There Are Many Roads to Retirement...

Everyone’s route is different. We’ve compiled our top resources and articles to guide you through whatever road is best for your future.

Weekly Market Insights

Weekly market insights and commentary on some of today’s most pressing topics.

Thinking Globally, Giving Back Locally.

We are making an important investment in our next generation, the community and the environment in which we live.

Subscribe to Our Newsletter

And receive our free “Investing From A to Z” ebook.