Sara Frazier, CFP®
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Sara’s philosophy is simple: financial planning should feel like relief, not more stress. Sara has a knack for taking complicated money decisions and turning them into clear, actionable steps — whether that's planning for retirement, managing investments, reducing taxes, or building a plan that works for the next generation. Her clients walk away from meetings feeling like they actually understand their finances and have a path forward.
Sara is especially passionate about supporting women, first-generation wealth builders, people from historically underrepresented communities, and members of the LGBTQ+ community. She works hard to create a welcoming, judgment-free environment where planning reflects each client's values, family structure, and lived experience — because good financial planning isn't one-size-fits-all.
Before joining Arrowroot Family Office, Sara spent several years working with high-net-worth clients, building personalized financial plans and helping train the next generation of financial advisors along the way. She holds a BA in Psychology and Business Management from the University of Michigan-Dearborn and completed her Financial Planning studies at Stockton University. Sara also holds a Series 65 license.
When Sara isn’t helping clients get their financial lives in order, you'll find her spending time with her family and rescue dogs, getting her hands dirty in the garden, hiking, or catching a live concert.
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