Frederica Wealth Advisory

Most financial planning content is boring, fear driven, or flat out misleading. 

This channel is not.

We are two advisors from two generations focused on thoughtful wealth management for high-net-worth families. One with 30 years in the trenches and the other a next-gen advisor asking questions most people are already thinking. (Yes, we are also a father-in-law/son in-law duo!)

We have real conversations about long-term investing, tax strategies, retirement planning, and the money mistakes that cost people millions. 


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Frederica Wealth Advisory is not affiliated with Kestra IS or Kestra AS.

Investor Disclosures: https://www.kestrafinancial.com/disclosures