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.
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!
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
What to Bring to Your Accountant for Tax Preparation
Tax preparation season can often feel overwhelming. Knowing exactly what…
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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