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.
“To receive the Five Star Wealth Manager award once again this year is a true honor,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™. “It is a testament to our diligence in offering a comprehensive suite of financial services, all of which adhere to the highest standards of our industry.”
Julie Andrews, MBA, CFP®, AIF® added, “This recognition hails our hard work and our deep and caring commitment to our clients. Treating each client as an individual and addressing their unique goals builds trust and longevity, which are hallmarks of Atlanta Financial.”
Celebrating their 25th year in business this year, Atlanta Financial is a full-service financial services firm built on a foundation of trust and respect. Over the years, it has remained on the forefront of providing sophisticated wealth management solutions and advice to grow, manage, preserve and transfer wealth. Atlanta Financial has a tradition of excellence with a focus on value, service and an unparalleled commitment to clients that has helped establish and maintain its good name in the community, as evidenced by the Five Star Wealth Manager awards.
“Atlanta Financial and its staff take great pride in our ability to provide one-on-one support for a client’s investment objectives paired with prudent wealth management and exceptional, personalized service,” said Rick Henderson, CPA, CFP®, AIF®. “Our mission statement, ‘Make Life’s Journey Richer,’ isn’t just a platitude. It’s a deeply honored, personal responsibility to our clients.”
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In2017, 2,378 Atlanta wealth managers were considered for the award; 301 (13 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit.
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 www.AtlantaFinancial.com.
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.