Financial Care Providers

What Financial Care Providers does

Financial Care Providers is a privately held, independent financial advisory firm headquartered in Brookhaven, Georgia (Atlanta metropolitan area), operating since approximately 1995 under founder Angela (Angie) Rehkop, ChFC and CFP. The firm delivers fee-based financial planning and wealth management through a defined six-step engagement: introduction phone call, get-acquainted meeting, discovery consultation, financial plan delivery, implementation, and ongoing quarterly and annual reviews. Core services span retirement planning, investment management, estate and tax planning, insurance, trust services, senior planning, executive transition, multi-generational planning, and dedicated business-owner services, addressing affluent and semi-affluent individuals, families, business owners, and seniors across the Atlanta metro.

Name

Financial Care Providers

Legal name

Financial Care Providers

Website

https://financialcareproviders.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Financial Care Providers is an independent, flat-fee financial advisory firm in Brookhaven, Georgia, serving affluent individuals, families, and business owners across the Atlanta metro. Founded by Angela Rehkop (ChFC, CFP), it delivers financial planning, investment management, and retirement, estate, and tax planning.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Comprehensive Financial Planning (FSAEAAAA), Fee-Only Advisory (FSAEAAAL), Business Owner & Executive Financial Planning (FSAEAAAO), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Wealth management services
• Retirement planning advisory
• Investment management services
• Estate planning services
• Financial planning advisory

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Planning Fees: Fee-based financial advisory services operating on a flat fee basis. The firm works on a Flat Fee Basis for ongoing client relationships, allowing clients to contact them regarding any financial decision without per-incident billing concerns. Securities and advisory services are offered through Geneos Wealth Management, Inc., a registered broker-dealer and investment advisor.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Financial Care Providers is an independent registered investment advisory firm that delivers personalized financial planning and wealth management services to affluent and semi-affluent individuals, families, and business owners in the Atlanta metropolitan area. Its core services include comprehensive financial planning, investment management, retirement planning, estate planning, insurance, and tax planning, delivered through a six-step process with ongoing quarterly and annual reviews on a flat-fee basis. Securities and advisory services are offered through its broker-dealer relationship with Geneos Wealth Management, Inc.

Product overview

Financial Care Providers operates as an independent financial advisory firm offering a unified suite of financial planning and wealth management services. The core offering centers on personalized financial planning services combined with investment management, supplemented by specialized modules for insurance services, estate planning, and tax planning. The firm serves both individual/family clients and business owners through services including retirement planning, investment consulting, trust services, senior planning, executive transition, and multi-generational planning. A digital learning center provides financial calculators, flipbooks, newsletters, videos, and educational articles as client resources. All services are delivered through a six-step planning process: introduction call, acquaintance meeting, discovery consultation, financial plan delivery, implementation, and ongoing quarterly/annual reviews.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning Services Holistic financial planning engagement covering goal-setting, cash flow analysis, net worth assessment, tax planning, insurance planning, and ongoing monitoring of progress toward objectives, delivered through a six-step process with quarterly and annual reviews. Aimed at affluent and semi-affluent individuals and families in the Atlanta metropolitan area.
• Investment Management Personalized investment strategy driven by individual financial plans, focusing on diversified portfolios, risk management, and tactical allocation based on market valuations and economic trends. Securities offered through Geneos Wealth Management, Inc.
• Retirement Planning Financial independence and retirement projections including IRA strategies, Social Security optimization, pension analysis, and retirement income planning for individuals and families approaching or in retirement.
• Estate Planning Coordination Coordination with attorneys and trust companies to ensure proper estate distribution, including wills, trusts, beneficiary designations, and estate tax planning for individual and family clients.
• Insurance Services Risk management and insurance review/recommendations including life insurance, disability insurance, long-term care insurance, and property and casualty insurance.
• Business Owner Financial Services Financial services for entrepreneurs and business owners including business succession planning, buy/sell agreements, key man coverage, self-employed retirement plans, and executive compensation strategies.
• Individual & Family Private Client Services Personalized financial advisory services for affluent individuals and families, including comprehensive planning, coaching, and ongoing strategy implementation with quarterly and annual reviews.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• Geneos Wealth Management, Inc.coreTechnology or IntegrationSecurities and Advisory Services Offered Through Geneos Wealth Management, Inc. Member FINRA/SIPC. Geneos provides the broker-dealer infrastructure, compliance framework, and access to investment products and research for the independent advisory practice. The firm was built by successful advisors and back-office experts committed to supporting independent advisors and their clients with open architecture.
• Area Professional NetworksupportingOthersNetwork of seasoned professionals including attorneys, accountants, trust companies, and other specialists who have worked alongside the firm for years and decades. Referrals provided for specialized needs including legal services, tax preparation, and estate planning.
• Affordable Medicare SolutionssupportingOthersMedicare solutions provider located in Hoschton, GA, offering additional resources for clients navigating Medicare decisions.
• Offit KurmansupportingImplementation/ SI/ Consulting PartnerLegal services firm located in Atlanta, GA, providing estate planning, business law, and other legal services as part of the coordinated client service network.
• Warren Epstein and Associates, Architects, Inc.minorOthersArchitecture firm in Atlanta, GA listed as an additional location and community partner.
• Children's Healthcare of AtlantasupportingOthersAnnual Golf for the Kids Invitational benefiting Children's Healthcare of Atlanta, founded by Angie Rehkop in 2007. This annual October event at Bear's Best Atlanta raises funds for children's healthcare.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Wealth Enhancement Group: Growing independent RIA platform actively acquiring successful independent advisory firms nationwide. Represents both a competitive threat (via consolidation) and a potential acquirer for firms like Financial Care Providers.
• Edelman Financial Engines: Large RIA combining traditional advisor-led planning with digital tools, serving mass-affluent and high-net-worth households. Represents the scaled, hybrid incumbent version of the personalized advisory model Financial Care Providers delivers.
• Creative Planning: Large independent fee-only RIA offering comprehensive wealth management to high-net-worth individuals nationwide. Operates in the same fiduciary planning space as Financial Care Providers but at vastly greater scale with national footprint.

Direct peers

• Moneta Group: Independent, fee-only RIA providing comprehensive financial planning and investment management to affluent individuals, families, and business owners. Operates with similar fiduciary standards and personalized service philosophy, though at larger scale.
• Carson Wealth: Independent RIA offering comprehensive financial planning and wealth management to individuals and business owners, structured similarly to Financial Care Providers but at larger scale with multi-advisor teams. Both firms emphasize fee-based fiduciary advice and holistic planning.
• Buckingham Strategic Wealth: Independent, fee-only RIA providing comprehensive financial planning, investment management, and tax strategies to affluent individuals and families. Operates on a similar flat-fee fiduciary model targeting affluent households.
• Halbert Hargrove Global Advisors: Fee-only independent RIA serving high-net-worth individuals and families with comprehensive planning, investment management, and trust services. Comparable in service model and target clientele to Financial Care Providers.
• Ronald Blue Trust: Fee-only Christian RIA offering comprehensive financial planning, investment management, estate planning, and tax services to individuals, families, and business owners. Closely aligned with Financial Care Providers' holistic planning approach.

Emerging players

• Facet Wealth: Digital-first flat-fee RIA targeting affluent households with CFP-led remote financial planning. Directly competes on flat-fee transparent pricing but differentiates via technology-driven delivery versus FCP's in-person model.

Others

• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors, parallel to Financial Care Providers' relationship with Geneos Wealth Management. Comparable in role as enabling infrastructure for independent advisory practices.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/financial-care-providers

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Care Providers