ATLANTA (PRWEB) February 27, 2018
Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2018. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Andrews’ unwavering professionalism has earned her local, regional and national recognition, including the Forbes’ Best-in-State Wealth Advisors list, for her service and expertise. In 2017, she was also included on *Forbes’ list of America's Top Women Wealth Advisors. With nearly 30 years of experience in the financial planning industry, Andrews demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. Andrews co-founded Atlanta Financial Associates in 1992.
“I am honored to be recognized by Forbes as one of the best wealth advisors in Georgia,” said Andrews. “I continue to set a high bar for myself and my colleagues to ‘Make Life’s Journey Richer’ for our clients and it’s wonderful to have those efforts affirmed in this way.”
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors (1) list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 21,000 advisors were considered, and 2,213 (10.5 percent of candidates) were recognized. The full methodology (2) that Forbes developed in partnership with SHOOK Research is available here.
ABOUT ATLANTA FINANCIAL
Since 1992, people have been turning to the advisors at Atlanta Financial Associates to help them build a wealth management plan that reflects their vision and can stand the test of time. Our ability not only to meet this expectation, but to exceed it, is based in large part on the commitment we make to every one of our relationships. We take the time to understand your full life picture—your values and perspectives, as well as where you are now and where you want to go. Adding to this is the fact that we have access to comprehensive resources, leading technology, and innovative tools. For more information about Atlanta Financial, please visit http://www.AtlantaFinancial.com.
Atlanta Financial Associates’ address is 5901-B Peachtree-Dunwoody Road, Suite 275, Atlanta, GA 30328.
Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered by Atlanta Financial Associates Inc. are separate and unrelated to Commonwealth. Fixed insurance products and services offered through Atlanta Financial Associates, Inc. or CES Insurance Agency.
1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.
- The ranking of Forbes' Top Wealth Advisors(1) (America's Top Women Wealth Advisors) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. Overall, 2,723 advisors were considered, and 200 (7.3 percent of candidates) were recognized. View the full methodology(2) that Forbes developed in partnership with SHOOK Research, please visit https://www.forbes.com/sites/rjshook/2016/08/03/shook-research-methodology-forbes-top-wealth-advisors/#2bdbd1664c59.