BIRMINGHAM, Ala. (PRWEB) February 11, 2021
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, today announces that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Forbes’ “Best-in-State Wealth Advisor” list for 2021. The list, published on http://www.forbes.com, was developed by SHOOK Research and evaluates each advisor on client retention, industry experience, review of compliance records, firm nominations, assets under management, and revenue generated.
“Our team is focused on empowering our clients to maximize their money, time, and relationships and we are honored to be recognized for doing what we do best,” says Valerie. “It’s a true privilege to help people invest smarter, make confident decisions, and retire with options.”
With nearly two decades of experience, Valerie helps people find better ways to manage their money and time. Her commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. She specializes in 401(k) consulting for companies, managing investment portfolios, and offering financial advice to high-net worth individuals. Her mission is to “invest in people who will impact this world for all eternity.” You can learn more about Valerie and how she helps clients manage their money with confidence at valerieleonard.com.
About Grinkmeyer Leonard Financial
Grinkmeyer Leonard Financial has been providing individuals and organizations with financial guidance since 2007. Located at 2279 Valleydale Road, Suite 210, Birmingham, Alabama, 35244, 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.grinkmeyerleonard.com.
The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 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, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at http://www.forbes.com. 1This 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. 2Portfolio 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.