Wealth Management

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

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

Great team of advisors. Top notch accounting service!!!

Been with this firm for over 20 years. Tallant and Assoc were acquired and everything has remained great. They do a great job.

Very responsive and reasonable rates. Very happy with this group.

Professional and prompt.

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.

We can help

If you need a financial advisor near Atlanta, GA, Fricke & Associates, LLC has 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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