Atlanta, GA – 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.
Atlanta, GA – November 2, 2017 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that all three partners— Cathy Miller, Julie Andrews and Rick Henderson—have each received the 2017 Five Star Wealth Manager award* for the greater Atlanta area.
According to Five Star Professional, the Five Star Wealth Manager award is the largest and most widely published wealth manager program in the financial services industry. Award criteria is based on a rigorous, multifaceted research methodology, incorporating input from peers and firm leaders, client retention rates, industry experience and a thorough regulatory history review. READ MORE >
Atlanta – July 27, 2017 - Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™, has received the Women’s Choice Award ® for Financial Advisors and Firms. As the leading advocate for female consumers, WomenCertified Inc. selected Miller based on rigorous research, 17 objective criteria and additional points of reference that provided feedback regarding her service and practices. READ MORE >
Atlanta, GA – May 9, 2016 – Atlanta Financial Associates, an independent financial advisory firm, is pleased to announce that for the fourth consecutive year Cathy Miller, MBA, CFP®, CRPS®, CDFA™ and partner at Atlanta Financial has received the Women’s Choice Award for Financial Advisors and Firms from WomenCertified, Inc., the leading advocate for female consumers. Award recipients are subjected to a rigorous evaluation process using 17 objective criteria and comprehensive feedback including letters of validation from senior representatives at their respective firms or client surveys regarding service and practices. READ MORE >