As we grow, we are looking to partner with fiduciary advisors who put their clients’ best interests first and who are dedicated to delivering exceptional advice, planning and service.
Atlanta, GA (PRWEB) September 03, 2013
SignatureFD, a leading privately held financial design and advisory firm headquartered in Atlanta, is pleased to announce that it has added six new professionals, including four partners. All six previously worked at PPA Advisors, a wealth management and investment advisory firm based in Roswell, Ga. The four new partners are:
- Philip Beatty, CPA, CFP®
- Jim Boone, CFP®
- Dan Dubay, CFP®
- Chuck Gray, CFP®
PPA Advisors has a well-respected history of serving Atlanta clients. The team specializes in serving corporate executives, legal professionals and entrepreneurial business owners, and they will continue to focus on these initiatives at SignatureFD.
SignatureFD has an innovative approach to creating unique environments and experiences to empower clients and advisors to be intentional about designing a great life. Its growth strategy focuses on what defines true success and includes an integration of financial, human, fulfillment and social capital. By maintaining a high level of client satisfaction, strong investment results, and strategic client and advisor referrals, as well as by recruiting top talent, SignatureFD has tripled its assets under management and has grown its team by 50 percent over the last five years. With the addition of the partners from PPA Advisors ($225 million in AUM), SignatureFD will cross $2 billion of assets under advisement for 650 clients and will have 44 passionate professionals.
“As we grow, we are looking to partner with fiduciary advisors who put their clients’ best interests first and who are dedicated to delivering exceptional advice, planning and service,” said SignatureFD CEO and co-founder Jeff Peller. “Each of our new partners will thrive in our culture and in our model. We’re excited to have them join our firm.”
Dan Dubay, managing principal of PPA Advisors, had this to say about why he and his partners decided to join SignatureFD: “We were looking for a firm that shared our same values and client focus, but would take us to the next level in serving our clients and growing our business. After a lengthy due diligence process vetting many firms, it became abundantly clear SignatureFD would bring the depth, innovative thinking, and service offerings that would do just that for our clients and our business. We are very excited to partner with one of the most innovative financial advisory firms in the country.”
SignatureFD, LLC, is an innovative and comprehensive financial design firm with a simple mission: To empower each client to use their wealth to live a great life. Founded in 1997, SignatureFD offers a full suite of wealth management services designed to meet the needs of high-net-worth individuals and families. These include asset management, asset protection, tax planning, cash flow and debt management, wealth transfer planning, and financial life planning. SignatureFD manages over $2 billion for 650 client families and has a client retention rate of 97 percent since opening its doors in 1997. For more information, visit the SignatureFD website at http://www.signaturefd.com.