Fredrick Standfield, CFP®, CPA

Achieve financial freedom and live the life you want.

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Lifewater Wealth Management Fredrick Standfield, CFP®, CPA
Duluth, GA

Serving Clients Nationwide

Achieve financial freedom and live the life you want.

Rated 4.9 out of 5
19 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Fredrick Standfield. I'm the founder of Lifewater Wealth Management. Lifewater provides financial guidance and wealth solutions that help you live well.

Research indicates money is one of the top issues that couples argue about and over 60% of adults identify as a significant source of stress.

At Lifewater, I share financial know-how and create personalized plans to help people avoid financial mistakes and stress so they can achieve financial freedom and live with security and peace of mind.

Since 2000, I have worked with families and individuals regarding personal finances and investment matters. I am a licensed CPA in the states of Georgia and Alabama and FINRA Series 65 licensed. My experience includes over 15 years in corporate financial planning, budgeting, analysis and management, and 3 years with the public accounting firm Deloitte.

The wealth that you have entrusted to us represents years of your hard work and sacrifice. Our work together will impact your family for generations. It is the opportunity for your family, your children, and their children's lifelong well-being. We honor that and we value you.

We look forward to helping you achieve financial freedom.

Proudest Accomplishments: Marrying my lovely wife, Laurie, 23 years ago • Being a fun and loving father to my sons • Giving to global missions and ministries that are impacting the world with love and resources for people who need them most • Launching my second financial planning firm, LIFEWATER Wealth Management.

Experience Highlights: Financial Advisor • Certified Public Accountant • C-Suite, Senior Vice President • Worked at Cox Enterprises • Worked at Deloitte • Causes • Atlanta Habitat for Humanity - Current, Board Member • Victory Church - Current, Board Member • The Empty Stocking Fund - Prior, Executive Board Member

Interests: All things Family • College Football – Superfan • All things Personal Finance • Movies & Local Foodie • Travel • Jazz Music

Skills: Listening • Creating Simplicity & Clarity • Finance & Analysis • Strategy & Planning • Producing Results • Problem Solving

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Primary Location

2180 Satellite Blvd Suite 400 Duluth, GA 30097

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. In your 30-minute discovery meeting we'll talk about your goals and what's important to you. We'll also give you insight into who we are and how we can work together. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Many people find managing personal wealth consumes valuable time needed for busy careers, personal affairs or just living your dreams.

Lifewater helps you recapture precious time and experience peace of mind because we:

✔️ Listen to understand your unique goals
✔️ Deliver solutions that bring peace of mind
✔️ Help you maintain a strong financial foundation, and
✔️ Position you to enjoy the life you want to live

We provide wealth management solutions which are the life water that helps you prosper.

OUR TEAM WORKS FOR YOU

The financial resources you entrust to us represents years of your hard work and ingenuity. Our work together will impact your family for generations.

This is more than a long-term business relationship. It is the legacy for your family, your children, and their children’s financial stability and well-being. We honor that and we value you.

Education

Birmingham-Southern College, BS, cum laude, Accounting

Hobbies and Interests

  • Family
  • Football
  • Movies
  • Music
  • Traveling

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Thoughtful, Attentive Guidance

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 14, 2024
Fredrick is a welcome addition to our financial planning efforts. His calm, friendly demeanor ensures healthy, mutually transparent conversations. We see results in our portfolio and we are confident he is providing sound recommendations that align with our overall goals. We are grateful to have him as part of our fiscal strategy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous
Anonymous

Amazing Advisor! Highly Recommend!!!

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jun 14, 2024
We can't recommend Fredrick highly enough! His expertise, professionalism, and personalized approach have truly transformed our financial outlook. He took the time to understand our goals and crafted a tailored plan that not only met but exceeded my expectations. His attention to detail and proactive communication have given us peace of mind, knowing that our finances are in capable hands. If you're looking for a trusted partner to help you and your family achieve your financial goals, he's a great choice!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Chris
Chris

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Sep 12, 2023
Professional and friendly demeanor. Spends the appropriate amount of time explaining plans and ideas based on the client's knowledge. Good sounding board for ideas that the client may have. Vested in creating comfortable/trusting relationship vs transactions. Open to including clients ideas/approach to retirement/financial planning, that may be non traditional or not out of the standard playbook.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kenneth
Kenneth

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
May 2, 2023
He helped develop a detailed picture for us. Fredrick exudes trust. I feel he listens, he doe ask probing questions vs going through a script, and provides tailored feedback.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert
Robert

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 27, 2022
Knowing the freelance style income with my work. The honest approach and family oriented approach. Been a good experience working with Fredrick!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for John
John

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 26, 2022
Provided recommendations for benefits and elections. Analysis thorough. Plan is detailed. Advisor is extremely attentive to customer needs. Advisor is personable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian
Brian

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 26, 2022
I am semi-retired. My advice is based on maintaining assets with growth. My advisor, listens, willing to help those beginning to grow their wealth based on their personal risk tolerance and is continually educating himself. Also, a good guy and a Christian. Knowing that I am the sole sources of my finances, he works to optimize my assets level of growth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Connie
Connie

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 26, 2022
Advise in managing income. Fredrick is knowledgeable, professional and trustworthy. Fredrick uses his expertise to guide me in important decisions and basic financial management.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Danielle
Danielle

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 26, 2022
He's been intentional about diversifying my investment into different risk categories. He's trustworthy and reliable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daniel
Daniel

4 Stars

✅ Wealthtender Certified Advisor Review™
Rated 4.0 out of 5
Jan 26, 2022
He has taken into account the current income I have but understands it may flex based on the nature of my work. We just began this relationship, so I can only speak from a certain point of view and up to this point in time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anna
Anna

4 Stars

✅ Wealthtender Certified Advisor Review™
Rated 4.0 out of 5
Jan 25, 2022
He took into consideration what our business and personal goals are, and structured a plan. He is attentive and knowledgeable. He's a great listener and communicator.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Wendell
Wendell

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 25, 2022
Personalized to my needs. Great financial advisor that spends his time answering questions and explains step by step procedures. Great person to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nancy
Nancy

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 25, 2022
Government retirement plans i.e. tsp, annuity, etc. Fredericks is an exceptional financial advisor. He listens and takes his time in detailing the financial and to assist with mapping out a path to accomplish goals. Great advisor, who provides exemplary services.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shandrecka
Shandrecka

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 25, 2022
He helped me manage my money based on my work schedule. Financial advice. He's great so far.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Akil
Akil

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 24, 2022
Advisor looked at our specific mix of compromised executive level compensation and designed a solution based on the situation. I've known my advisor for several years. Advisor provides great overall service and advice. He is also patient and flexible with our busy schedules.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Clarence
Clarence

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 24, 2022
He has worked with me on analyzing expenses, maximizing savings and developing a feasible retirement plan. He is a great resource, always available, provides relevant details and is current on relevant tax regulations. He is personable and great to work with.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Carla
Carla

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 24, 2022
We discussed what I do, company I work for which was all taken into consideration when developing my financial plan. Fredrick takes the time to understand current scenario, and ask clarifying questions to help build out your plan. He is responsive to questions you may have outside of the scheduled meetings. He is also knowledgeable in the area of finances working at a Fortune 500 company managing assets 500M+, and he has had his own business around financial planning for 10+ years. The relationship has been great so far and I look forward to maintaining this relationship for many years to come. I hope to grow more financial astute and also have a plan that will have me happy in retirement and my children (and even children's children) in a financial situation that is healthy. We talked about my disability and the areas that we need to focus on to compensate.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Umoja
Umoja

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 23, 2022
Frederick is the type of advisor that you can feel comfortable with. He has a very calming demeanor and takes his time explaining things in simple terms. He has passion to help single mothers.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Rocheen
Rocheen

5 Stars

✅ Wealthtender Certified Advisor Review™
Rated 5.0 out of 5
Jan 23, 2022
We are still working together. I feel that he is very knowledgeable, caring, and a good listener.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for David
David