Atlanta Financial Associates, an independent financial advisory firm, today announced that Cathy Miller, Julianne Andrews and Rick Henderson have each received the 2016 Five Star Wealth Manager award* for the greater Atlanta area.
The Five Star Wealth Manager award is the largest and most widely published wealth manager program in the financial services industry. The 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.
“It is a privilege to present exceptional wealth managers with the Five Star award each year. These select wealth managers have worked hard to get where they are and demonstrate a deep knowledge of their industry and care for their clients,” stated Five Star Professional VP of Research and Services Operations Lynn Hargreaves.
“We are honored to receive this award. It serves as a testament to our unwavering commitment to understanding our client’s goals and working with them to build a plan to obtain financial success; just two qualities that set Atlanta Financial apart,” said Cathy Miller, MBA, CFP®, CRPS®, CDFA™.
Atlanta Financial was founded in 1992 as 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.
“The criteria of the Five Star Award resonates with the standard at Atlanta Financial that combining a client’s investment objectives with our core value of prudent wealth management helps to deliver a sound financial future,” said Rick Henderson, CPA, CFP®, AIF®.
Julianne Andrews, MBA, CFP®, AIF® added, “Our one-on-one approach provides each client exceptional, personalized service. Treating each client as an individual and addressing their goals as unique builds trust and longevity which are hallmarks of Atlanta Financial.”
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on ten objective criteria. Wealth managers do not pay a fee to be considered or awarded.
*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. 2,210 Atlanta wealth managers were considered for the award; 526 (24 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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.
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. Fixed insurance products and services and advisory services offered by Atlanta Financial Associates, Inc. are separate and unrelated to Commonwealth.