Georgia Advisory Group LLC

Georgia Advisory Group LLC Since 1983, GA Advisory Group has helped North Atlanta families build & protect their wealth.

As a full-service financial planning & investment advisory firm, Dave Duley & Andrew Frerking provide trusted, personalized guidance for every stage of life. Full Service Financial Firm- Helping Families secure for Retirement- Tax planning-Money Management-Insurance-IRA/401K rollovers-annuities
Wills/Trusts-Business Planning-In house CPA
You have questions- We have the answers
Serving Alpharetta and Milton for 35 Years!

09/01/2026

Trust starts with knowing who is making the decisions with your money.

Because we manage our clients’ investments in-house, when a client asks why we made a change in their portfolio, they’re talking directly to the people who made that decision.

We want our clients to ask questions, understand what they own, and know the reasoning behind the strategy.

For us, that transparency and trust is the foundation of a strong, long-term relationship.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/27/2026

Managing investments in-house gives us the flexibility to be more hands-on with each portfolio.

Beyond owning companies for long-term growth, we can use options strategies when appropriate to help generate additional income, manage risk, or be more intentional about when we enter a position.

It’s another tool we can use to manage portfolios with each client’s individual goals in mind.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/25/2026

Some of the best insight starts with listening.

We have the privilege of working with professionals and leaders across a wide range of industries. Hearing what they’re seeing firsthand gives us another perspective that we can then compare with the fundamentals and technicals behind potential investments.

It’s one more piece of the research that goes into understanding what we own and why we own it.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/25/2026

In our latest market update, we’re taking a look at recent market movement and why we believe it’s time to rethink the way we talk about investing in technology.

From the internet and smartphones to AI, many technologies once viewed as risky or speculative have become part of the infrastructure of everyday life.

Watch the full update as we discuss where technology stands today, what AI could mean for the future, and why patience and perspective continue to matter for long-term investors.

Click the link below to watch the full video! ⬇️

https://vid.us/a81zjx

08/24/2026

Investing doesn’t have to mean chasing the next big thing.

Our approach is focused on understanding the companies we invest in, looking at their fundamentals, and asking a simple question: do we believe this company will still be a leader 5, 10, or 15 years from now? 

It’s about knowing what you own and investing with the long term in mind.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/18/2026

Financial planning can involve a lot more than investments.

From estate planning and trusts to Medicare and insurance, having the right resources and connections can help make complicated financial decisions easier to navigate.

Our goal is to help clients look at the full picture, get clear answers, and know who to call when questions come up.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/17/2026

More investments don’t automatically mean a stronger portfolio.

Our approach focuses on researching quality companies, understanding their fundamentals, and being intentional about what we choose to own rather than simply spreading investments as widely as possible.

It comes back to knowing what you own and why you own it.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/12/2026

Keeping investment management in-house allows us to stay closely connected to the decisions being made within each client’s portfolio.

Rather than taking a one-size-fits-all approach, we’re able to understand each family’s unique situation, long-term goals, and changing needs as they approach different stages of life.

For us, it’s about being intentional with how each portfolio is managed.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/11/2026

Is more diversification always better?

Diversification can help manage risk, but simply owning more investments isn’t the whole strategy. Understanding what you own and why you own it is just as important.

Your investments should have a purpose within your overall financial plan.

Schedule a complimentary consultation at gaadvisorygroup.com.

08/06/2026

More accounts don’t always mean a better financial plan.

Over time, it’s easy to accumulate old investment accounts, retirement plans, and savings earmarked for different goals. But the more scattered your finances become, the harder it can be to track your progress and make sure your money is working efficiently.

A simple, organized financial plan can make it easier to stay focused on your long-term goals.

Schedule a complimentary consultation at gaadvisorygroup.com.

Address

2440 Old Milton Pkwy Suite 200
Alpharetta, GA
30009

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16786247700

Website

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