Atlanta, GA (PRWEB) September 28, 2011
GV Financial Advisors, a wealth management firm focused on helping successful individuals grow, protect and use their wealth to create the life they desire, announced its selection as one of the top wealth managers in Atlanta as featured in the Atlanta Business Chronicle. The National Association of Board Certified Advisory Practices (NABCAP) performed the analysis underlying the selection process, and the selected list of premier wealth management firms was published recently in the Atlanta Business Chronicle. (view the article).
“We are honored and pleased that GV Financial Advisors was recognized as being among a select list of top wealth managers,” said Marc Lewyn, President of GV Financial Advisors.
GV Financial Advisors opened its doors 20 years ago and now has over $800,000 in assets under management. Lewyn attributes some of the firm’s success to Guided Wealth Transformation®, a proprietary program GV Financial developed in-house to help clients do more than protect, grow and transfer their wealth. Lewyn continued, “Our advisors strive to connect with their clients in a manner that we believe is far too rare in the investment management world. We think our responsibility to our clients extends well beyond traditional wealth management and financial planning to helping our clients use their wealth to create the lives they desire.”
Wealth Manager selection process by NABCAP: The selection process for top wealth managers employed by NABCAP used objective measures based on a variety of criteria, including services offered, qualifications of advisors, practice management, not just assets under management, with the overall goal of identifying the best wealth managers regardless of size or firm affiliation.
About GV Financial Advisors: One of the leading wealth management firms it Atlanta, advisors at GV Financial Advisors offer a wide range of services, including investment management, customized financial planning, and thoughtful business exit strategies. The firm seeks to offer proactive rather than reactive solutions; by systematically searching for new ways to help clients develop a better understanding of their values and priorities and then serve as advocates to help clients integrate them with their financial goals. The firm’s emphasis on providing exemplary client service, building client confidence and helping reduce anxiety are some of the many ways that the firm seeks to help improve every client’s quality of life.