Wealth Management Atlanta, Marietta & Peachtree Corners, GA

At Fricke & Associates, LLC, we understand the importance of a comprehensive approach to wealth management. As your trusted advisors, we will work with you to ensure that your priorities guide every decision and that your assets are managed for your specific needs. No matter your stage of life you will benefit from wealth management strategies that employ an all-inclusive view of your finances.

CPA Services for Wealth Management

Client Testimonials

Dr. Bill Harris and I practiced together at Emory University Hospital Midtown for about 20 years. Dr. Harris used Fricke and Associates for his accounting needs for many years. He... more

William Fricke has earned my business for a LIFETIME! What a phenomenal person. He made the very confusing process of doing my taxes a DELIGHT. He is so well-studied, well-spoken,... more

We have known Ted Fricke for decades. He is honest, knowledgeable, and very professional. This entire office is easy to get ahold of, and this is necessary because we live... more

I have used Fricke & Associates for my accounting needs for the past 6 years and I am very pleased with the professional service that I have always received.

The staff are excellent, patient, professional, and efficient. They made the process very smooth and easy. We enjoyed working with Marvin and he was always available to answer our questions.... more

After a couple years of less than satisfactory experiences from a large chain tax preparation service, I was referred to Fricke & Associates, not only because of their stellar reputation,... more

Jeanette is great to work with. Highly recommend the firm!

Fricke and Associates know their stuff. We have always received honest and reliable service and communication from them has been up to date and relevant. If your small business needs... more

Fricke CPA Office

How We Can Help

Our wealth management team offers a variety of financial management services including:

  • Estate tax planning
  • Creating and administering trusts
  • Maintaining charitable giving
  • Planning for retirement
  • Establishing and managing college savings plans
  • Maintaining budgets
  • Managing assets
  • Analyzing asset allocation
  • Managing insurance coverage and investment income
  • Aligning your goals with tax planning strategies

As a client of Fricke & Associates, LLC, rest assured that your specific priorities will guide our every decision. We pledge to work with you and your family to realize, strategize, and simplify your wealth management. We also offer financial planning services. Our team of experienced professionals is dedicated to helping you secure your financial future for generations to come.

Explore Our Blog

We have set ourselves up as leaders in the industry to educate our audience on relevant topics in the accounting world.

Navigating the Corporate Transparency Act with Fricke & Associates

February 8, 2024 by William T. Fricke

The Corporate Transparency Act (CTA) has introduced new reporting requirements…

Read more

What to Bring to Your Accountant for Tax Preparation

February 1, 2024 by William T. Fricke

Tax preparation season can often feel overwhelming. Knowing exactly what…

The Benefits of Roth and Traditional 401ks

January 18, 2024 by William T. Fricke

When it comes to tax planning for business owners, few…

We can help

If you need a bookkeeping professional for Small businesses in Atlanta, GA, Fricke & Associates, LLC. We have the expertise and experience to understand your needs, analyze your financial data, promote your growth, and ensure your financial future is set on a successful path. Additionally, we are a leader in developing and implementing the latest technology for optimizing accounting, tax, and financial planning solutions.

Join Our Email List

Enter your email address to stay up-to-date on recent tax laws and receive helpful tips!