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About Fraser Allport

A graduate of Georgetown University’s School of Foreign Service, Fraser Allport has been helping families, businesses, and individuals create individualized financial plans that suit their needs and goals for more than three decades. He is the owner of Safe & Smart Money, LLC, a Registered Investment Advisory Firm in Vero Beach, Florida. Fraser is “ The Total Advisor ”, helping his Clients with all of their financial needs, from Income Taxes and Insurance to College, Retirement & Estate Planning. Fraser also specializes in Asset Protection and Wealth Preservation.

Fraser is also highly trained at helping people get out of business and personal debt. Fraser is a Certified Estate Planner, Registered Investment Advisor, and Independent Insurance Agent. Fraser Allport helps empower and elevate others’ knowledge of finance as a volunteer mentor, trainer, and teacher. Outside of work, Fraser Allport enjoys a variety of hobbies. He loves baseball, skiing, and any outdoor activity. He taught Little League baseball in the past and believes that sports can teach some of the most basic lessons of life. He enjoys playing and watching all sports, especially his beloved New York Yankees. Fraser hopes to visit all of the U.S. national parks in the future.

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Call Fraser at (772) 643-4850

Work experience


Certified Estate Planner™

Fraser Allport, Certified Estate Planner™



School of Foreign Service, Business, Finance, Government, History

Georgetown University