Charles has always had a passion to serve, and as a CERTIFIED FINANCIAL PLANNER™ professional he found a means to serve his friends, family, and community. Over the years the firm changed names but the core philosphy of holistic planning and personal service has remained the same.
In 2020 Jesse Frazier, his youngest son, joined him and they created Allied Investment Advisors. Now they work together with a powerful combination of decades of experience and fresh perspective while maintaning the personal service that clients have learned to expect. While continuing to serve Metro Atlanta, we also have expanded to working with clients in other states including Texas, California, North and South Carolina, and several others.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Please check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.