Facebook-f Linkedin-in
Book a Call

Serving Individuals, Families, and Businesses for Over 50 Years

Fredericks Wealth Management, a second-generation family firm founded in 1971, helps individuals, families, and businesses navigate financial planning decisions with care, stewardship, and enduring values through changing times.

Let's Talk Wealth

Our Mission

Our mission is simple: to get to know and understand your needs, your concerns, and your long-term goals. Since opening our doors in 1971, we have remained committed to building thoughtful financial planning and strategies that reflect each client’s individual situation and values.

We recognize the financial challenges families and individuals face today—from managing debt, to saving for retirement, to navigating a rapidly changing world. Our commitment is to use all our resources to help you pursue your goals and make informed decisions for your future.

We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom when developing strategies for investing, income distribution, and preserving wealth. Every financial plan we create is shaped by the belief that building relationships and serving with sincerity is the foundation for meaningful financial guidance.

One of our primary goals is to foster a long-term, trusting relationship with every client we serve.

Meet Our Team
Explore Our Process

Good financial planning isn’t just about today—it’s about building something steady, thoughtful, and lasting for the people and goals that matter most.

Get Started Today

How We Work

At Fredericks & Associates, we believe thoughtful financial planning begins with understanding what matters most to you. Every individual, family, and business we serve brings unique goals, concerns, and dreams to the table, and our financial planning process is designed to reflect that.

We don’t believe in one-size-fits-all solutions. Instead, we take the time to listen first, design thoughtfully, and move forward together, building a strategy grounded in values that stand the test of time.

Book a Call

Our approach is designed to be educational and collaborative. We focus on three pillars that form the foundation of every plan we build:

Reserves

Helping you establish a strong financial base to weather unexpected challenges.

Income

Structuring reliable income streams to help support the lifestyle you envision in retirement.

Taxes

Working toward tax-efficient strategies to help reduce the impact of future tax changes.

Your Retirement, Your Terms.

Develop a structured retirement income plan that helps you maintain financial independence and manage risks effectively.

Let’s discuss how we can support your goals.

Let's Talk

Ready to Start Your Financial Journey?

Connect with our team to explore strategies that align with your goals and help you plan for the future.

Let’s build a strategy that works for you.

Book a Call

Building Strategies for Every Stage of Life

Whether you’re preparing for retirement or looking to optimize your current plan, we’re here to help guide the way.

Let’s start the conversation today.

Get Started Today
Facebook-f Linkedin-in

Stay Informed, Stay Ahead.

Get insights on tax-free income strategies, retirement planning, and financial updates delivered straight to your inbox.
Sign-Up

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services are offered through First Advisor National, an SEC registered investment advisor.

Copyright 2025
Powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Fredericks Wealth Management.

Skip to content