Broker Check
Wealth management for High-Net Worth FamiLIES

Not Your Parents' Wealth Advisory Firm


Frederica Wealth Advisory was built for people who are over the old-school wealth management playbook. You’ve built something real — and you don’t need a firm that talks in circles or hides behind industry lingo. We cut through the noise with smart strategies, clean execution, and a human approach. High-touch, high-tech, and 100% tailored to you.


ClarityTRANSPARENCY + TECH
We love clarity, embrace technology, and believe in transparency.
TalkSTRAIGHT TALK
We talk like humans, not hedge fund brochures.
HeartWE LIKE OUR CLIENTS
We actually really like and respect our clients – and it shows.
PersonYOU'RE NOT A NUMBER
You’re never treated like just another account.


Here’s what you can expect with Frederica: Respect, straight talk, & that we’ll do what’s right for you – every single time.


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Real people. Real strategies. No fluff.

Frederica Wealth Advisory is led by a team that believes wealth management should feel human – not like a spreadsheet. We bring deep experience, sharp thinking, and a whole lot of personality to the table. Based right here on St. Simons Island, we know our community and what matters most to the families who live here.


We’re high-trust, low-ego and obsessed with building smart strategies designed for the long haul.

Meet The Team

Invest Fearlessly.

What’s the right level of risk for you? Our approach at Frederica uses the Risk Number®*, built upon a Nobel Prize-winning framework. This is one of our favorite ways to use technology at Frederica. What’s your risk number? 

Tell Me More About risk

What is Your Risk Number
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Get Started with Frederica

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