David Geller, CEO of GV Financial Advisors, Recognized by Barron's Magazine

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David Geller, CEO, has once again been recognized as one of the top financial advisors in the nation by Barron’s magazine. Barron’s annual list of select wealth managers was published February 20, 2012. This year marks the fourth consecutive year Mr. Geller was ranked as a Barron’s top financial advisor.

GV Financial Advisors is pleased to announce that David Geller, CEO, has once again been recognized as one of the top financial advisors in the nation by Barron’s magazine. Barron’s annual list of select wealth managers was published February 20, 2012. This year marks the fourth consecutive year Mr. Geller was ranked as a Barron’s top financial advisor.

“I am honored and pleased that my partner David Geller was again selected to Barron’s list of elite wealth managers, “ said Marc Lewyn, President of GV Financial Advisors. “Everyone at GV Financial extends our heartiest congratulations to David for being consistently recognized by this well-respected national publication.”

GV Financial Advisors opened its doors to business twenty-one years ago and now has over $800 million in assets under management. Mr. Lewyn attributes much of GV Financial Advisors’ recent success to the firm’s development of Guided Wealth Transformation®, a proprietary process developed in-house. Mr. Lewyn said, ”We believe our Guided Wealth Transformation® process helps our advisors connect with their clients in a manner that is rare in the investment management world. While we believe we are second to none in investment management and financial planning, our services extend well beyond those traditional wealth management roles to helping clients use their wealth and create the life they have always wanted, both for themselves and the people they cared about. Providing exemplary service to our clients is one of the cornerstones of GV Financial Advisors, and Guided Wealth Transformation® is a vital part of how we help our clients.”

The criteria employed by Barron’s for selecting top wealth managers was both objective and rigorous; selection to the top tier was based on a number of factors including range of services offered, assets under management and number of clients served.

About David Geller: During his more than 25 years in financial planning, David Geller has advised some very wealthy clients. However, despite their wealth, many of Geller’s clients were struggling to create the life they desired. Having achieved success in accomplishment, they found themselves still searching for greater satisfaction, happiness and meaning in life.

As CEO and co-founder of GV Financial Advisors, one of Atlanta's leading wealth management firms, Geller knew he had to do something about this troubling realization; especially since he himself had dealt with similar feelings. Geller faced divorce and the aftershocks it brought with it in 2004 and in the midst of the transition discovered the weak correlation between wealth and happiness.

In his new book, Wealth & Happiness: Using Your Wealth to Create a Better Life , Geller puts his quarter century in financial planning—and lessons from his own life —to work for those struggling with stressful jobs, life-altering events and the burden of managing their financial futures. Through his fable, turned self-help storytelling, Geller delves deeply into the confounding relationship between wealth and happiness. He confirms and advances the renowned philosopher Aristotle’s theory that “happiness is the meaning and purpose of life, the whole aim of human existence.”

Geller uses the fictional story of “Joe,” an over-worked, super-stressed and soon-to-be divorced executive in fable form to get to the real reason for writing his book: To fully explain his Guided Wealth Transformation® process. Through years of interaction with financially wealthy clients, Geller, together with his colleagues and business partners, identified five basic barriers to using wealth to help create true happiness and developed more than 40 tools to help their clients overcome the obstacles and build the lives they desire.

Geller’s book is now available through iTunes, Amazon and http://www.GVFinancial.com.

Mr. Geller is a Phi Beta Kappa graduate of Emory University, where he earned both his B.A. and his M.A. He earned his law degree from the University of Michigan Law School and worked as an associate attorney for the Atlanta-based law firm, Powell, Goldstein, Frazer & Murphy, LLP, before entering the financial planning field in 1986 and starting GV Financial Advisors in 1991.

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Akhila Aiyer

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