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

There’s no question that the Fricke firm is the best. Ted and Russell are not only exceptionally knowledgeable, but they also truly listen to their clients’ needs. When I faced... more

Working with FRICKE & Associates is always an easy and professional experience. My agent was absolutely superb. A positive and professional experience. The software tool is excellent.

Fricke & Associates, LLC provides excellent financial services and guidance. Also their hire great people.

Fantastic company that helps thru all processes of accounting and tax filing. Very organized and streamlined processes! Highly recommend!

Great help with my business start up and with everything I needed with running my business including taxes and payroll.

This firm has always provided my company the most dedicated business advisory and accounting services. I have a dedicated accountant that I have worked with for 5 years who takes... more

I’ve been using Fricke & Associates for both my personal and business taxes since 2020, and I highly recommend them. The team is personable, responsive, and consistently delivers accurate, error-free... more

I have been working with Tessa and her team at Fricke & Associates! They are very knowledgeable and have incredible Customer Service! Tessa has been a great asset to me... more

Fricke & Associates did a great job on my business and personal taxes. Everyone from the front office, partner, and especially the person that worked on my returns were very... more

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

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.

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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.

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