Caroline Friedrich (CFP®, CPA)
Caroline Friedrich focuses in the
following client markets or areas of practice:
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Baby Boomers
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At Hillvale Wealth, we offer personalized wealth management services tailored to your unique financial goals, ensuring clarity and confidence in your future. Below is a detailed overview of our comprehensive services and the associated fees, designed with transparency and value in mind.
Comprehensive Financial Planning
?Investments ? Retirement Planning ? Tax Planning ? Social Security ? Education / College Planning ? Estate Planning ? Inheritance ? Charitable Giving Investment Management ? Client accounts are held at Charles Schwab ? Your financial plan informs your investment allocation. ? Our investment philosophy is straightforward: we use low cost, passive, exchange traded funds (ETFs) from companies like Schwab, Dimensional, and Vanguard.Additional Information
A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA. I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. My husband and I live in Knoxville with our three daughters.NAPFA Start Date
August 16, 2024
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