Menlo Park, CA (PRWEB) February 20, 2009
Dan Goldie Financial Services today announced that Dan Goldie (http://www.dangoldie.com) has been ranked among the top 1,000 financial advisors in the United States by Barron's in their February 9th edition. This expanded list of advisors consists mostly of advisors affiliated with large banks and brokerage firms, but also includes a few independents like Mr. Goldie.
"Although it is clear that banks and brokerages are the dominant players in the financial advisory business today, I believe we may see significant changes in how financial advice is delivered in the future," said Mr. Goldie. "Recent events on Wall Street are a wakeup call to investors, who may decide that they prefer to work with an independent advisor, rather than a broker or banker who is affiliated with a large securities operation."
Barron's editor, Edwin A. Finn, Jr., writes, "The ranking of the nation's top 1,000 financial advisers is more important than ever during these turbulent times. If there ever was a time when investors need advice they can trust, this is surely it. Journalists provide a public service by exposing the scoundrels, and we do our share of that here at Barron's. Indeed, we wrote a skeptical piece on Madoff himself eight years ago, questioning his opaque methods and the uncannily steady returns he claimed. There is also journalistic value in shining the spotlight on the best people in the financial business. That's what we aim to do with this special issue."
According to Barron's, "The Barron's rankings reflect advisors' assets under management, revenue generated, quality of service, and regulatory records. Investment performance is not an explicit factor, because audited performance records aren't available. But generally, advisors with big books of business deliver good returns; that is how they get and retain clients. The rankings were produced by Winner's Circle, a research organization that Barron's acquired last fall."
Mr. Goldie, who earned an A.B. degree in economics from Stanford University and an M.B.A. from U.C. Berkeley's Haas School of Business, started his investment advisory business in Menlo Park, California in 1991 after retiring from the ATP professional tennis tour. The business has grown to serve over 250 individuals and families, mostly in the San Francisco Bay Area.
Mr. Goldie is positioning the business for longevity and future growth. He says, "Together with my business partners, we are working on several changes and improvements to our service in 2009 to ensure the long-term growth of the firm, and the high-quality advice our clients deserve and have come to expect."
Dan Goldie is a wealth advisor to individuals and families. He is located in Menlo Park, California. Investment Advisory services provided through Partnervest Advisory Services LLC.