Brian Fricke (CFP®)

Brian Fricke focuses in the
following client markets or areas of practice:

  • AUM
  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Federal Employees

Planning Specialties

Brian is the Author of “Worry Free Retirement, Do What You Want, When you Want, Where You Want”. 

Brian and his company – Financial Management Concepts – have been named one of America’s Top Wealth Managers.

Orlando Business Journal has named his firm one of the top financial planning companies in Central Florida.

Financial Advisor magazine has recognized him as one of the leading financial planning firms in America.


Brian is a Certified Financial Planner. His firm – Financial Management Concepts – is a Fee Only Financial Planning firm. They currently manage over $138 million of investment assets for a select community of clients. Typical clients have a net worth ranging from $1 million to $10 million

Additional Information

Brian is a member of the Board of Trustees of a $800 million faith based foundation, currently serving as the Investment Committee chairman. He's a past Board of Trusttees member of a public pension fund and is active in his church.

He enjoys surfing and offshore fishing.  His latest surfing adventure was a father/son surf trip to Costa Rica.  

NAPFA Start Date

July 22, 2010

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This Office

1700 Town Plaza Ct Winter Springs, FL 32708-6217 Phone: (407) 647-7006 Fax: (407) 647-7675