Atlanta Financial Press Releases

Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

AFA Marketing
July 30, 2020

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

“Over our nearly 30-year history as a firm, our mission has been to provide customized planning and sophisticated investment management for our clients, helping them successfully navigate the various stages of their financial life. Being recognized in this elite group of advisory firms is the culmination of many years of putting our clients first,” said Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®, Principal and Co-Founder of Atlanta Financial Associates.

Principal and Co-Founder, Julianne F. Andrews, MBA, CFP, AIF, added “This recognition speaks to the value and quality of the work our firm does on behalf of our clients every day.  Every client relationship is unique and we strive to provide customized solutions designed to enable each to achieve their financial goals and aspirations. This is one of many reasons that we have relationships that literally span decades.”

Atlanta Financial is a wealth management firm located in the Perimeter Business District of Atlanta, Georgia. Their overriding objective is to help you achieve Financial Independence Together (FIT™). They do this through their proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life. Atlanta Financial’s process has altered and enhanced the path to wealth for hundreds of families from retirees, divorcees, attorneys, executives, business owners, physicians, and young professionals. 

FT Disclosure

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Share This:

Share on facebook
Facebook
Share on google
Google+
Share on twitter
Twitter
Share on linkedin
LinkedIn

Preventing Year-End Burnout

As we enter the last quarter of 2020, it’s nearly impossible not to reflect on the normalcy we’re all being pushed to learn. While we’ve come a long way from the start, there are still a few months to go. With an election on the horizon and continual unknowns about the virus, I share 3 quick tips to help prevent the dreaded year-end burnout!

Read More »

Coronavirus & Beyond: 5 Financial Benefits of Working From Home

As the pandemic stretches into months instead of the weeks initially expected, many workers continue to work from home.  Some jobs lend themselves more easily to this than others.  At Atlanta Financial, we continue to work remotely and meet with clients virtually.  We are all looking forward to the day when we can get back into the office and see our colleagues and clients again.  Nothing can replace face-to-face interactions whether it’s in the break room with fellow team members or in meetings with clients.  But, as with many things, there are some silver linings and as it turns out, remote work does have some advantages.  A recent study in fact showed that more than half of employees would prefer to continue working remotely, even after the pandemic is over.1 

Read More »

Identity Theft Insurance: What You Need to Know

Most likely, we know someone who has been a victim of identity theft. In 2019, 14.4 million people were victims of identity theft.1 Identity theft can happen in a number of ways – in-person, online, over email or on the phone. It usually comes out of the blue, and no matter how it occurs, identity theft affects a large number of people per year.

Read More »

Four Signs to Look For When Choosing a Physician-Friendly Advisor

According to a 2017 survey, medical school students graduate with an average student loan debt of $192,000.1 With a demanding career ahead of them, most healthcare workers could use the help of a dedicated financial professional. From tackling student loan debt to preparing for retirement, an advisor can help take the lead on managing your biggest financial goals. As you begin your search for a financial partner, consider looking out for these four signs.

Read More »