EverThrive Financial Group Named as Top DC Advisor Team by the National Association of Plan Advisors for the Sixth Consecutive Year
EverThrive Financial Group, a financial advisory services firm in Birmingham, Alabama, is thrilled to announce that it has been named to the National Association of Plan Advisors (NAPA) 2022 Top DC Advisor Teams list with Assets under Advisement over $100 million.
BIRMINGHAM, Ala., March 27, 2023 /PRNewswire-PRWeb/ -- EverThrive Financial Group, a financial advisory services firm in Birmingham, Alabama, is thrilled to announce that it has been named to the National Association of Plan Advisors (NAPA) 2022 Top DC Advisor Teams list with Assets under Advisement over $100 million. EverThrive Financial, one of only four firms in Alabama to be recognized, has been featured on the list since 2018.
The list, featured on napa-net.org and in the spring issue of NAPA Net the Magazine, highlights the nation's leading retirement plan advisor firms, which despite the market turmoil in 2022, "continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants." These advisory teams are having a "huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans."
"We are thrilled to be recognized as a top 401(k) advisory team," Valerie Leonard, Chief Executive Officer of EverThrive Financial Group, remarked. "This honor reflects our team's unwavering commitment to providing our clients the highest level of expertise and service when it comes to retirement planning. We are proud to be a part of a community of professionals who share our passion for helping individuals and businesses achieve their financial goals and make informed decisions."
About EverThrive Financial Group
EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been providing individuals and organizations with financial guidance since 2007. The firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit http://www.everthrivefinancial.com.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
2022 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 362 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for most recent award information.
Media Contact
Jessica M Dolly, EverThrive Financial Group, 1 2059709088, [email protected]
SOURCE EverThrive Financial Group
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