Atlanta Financial Press Releases

Atlanta Financial Partners Julianne Andrews, Cathy Miller and Rick Henderson Named Five Star Wealth Managers for Ninth Consecutive Year

AFA
September 24, 2020

Atlanta, GA – September 24, 2020 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that all three partners – Cathy Miller, Julie Andrews and Rick Henderson – have individually received the 2020 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.

Atlanta Financial Partners Julianne Andrews, Cathy Miller and Rick Henderson Named Five Star Wealth Managers for Ninth Consecutive Year

“We are each incredibly honored to receive the Five Star Wealth Manager award once again this year,” said Rick Henderson, CPA, CFP®, AIF®. “The recognition underscores our deep commitment to providing clients with the highest quality suite of financial services available delivered with unparalleled personalized advice and guidance to live the life they envision.”

As an award-winning financial services advisory firm with more than twenty-five years in business, Atlanta Financial’s success is built on establishing trusting relationships, a commitment to clients’ success, and a depth of expertise across the financial industry. Through many years of market cycles, shifts and turns, the firm has remained a leader in wealth management solutions.

Today, Atlanta Financial is helping you find your FIT™ by focusing on clients’ individual and unique goals, a practice credited with earning each partner the 2020 Five Star Wealth Manager award.

This award is 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. In 2020, 3,314 Atlanta wealth managers were considered for the award; 268 (8% of candidates) were named 2020 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 www.fivestarprofessional.com.

ABOUT ATLANTA FINANCIAL

Since 1992, people have been turning to the advisors at Atlanta Financial to help them build a wealth management plan that reflects their vision and can stand the test of time. Our overriding objective is to help you achieve Financial Independence Together (FIT™). We do this through our proprietary FIT™ planning process designed to empower you to make the best financial decisions, no matter the stage of your life.

For more information about how we are helping individuals find their FIT™ please visit www.atlantafinancial.com.

Share This:

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

Does Your Business Qualify for the GA Retraining Tax Credit?

Did you know that Georgia offers businesses a tax break for investing in your employees? If you are a business owner, under the Georgia Retraining Tax Credit program, your business can receive a tax credit of 50 percent of your direct training expenses, with up to $500 credit per full-time employee, per training program, with an annual maximum of $1,250 per employee.

Read More »

Julianne Andrews and Cathy Miller are Proud to be Named in Fortune’s “Women in Wealth” Section

Atlanta, GA, December 10, 2020 – We are pleased to announce Five Star award winners Julianne F. Andrews, MBA, CFP®, AIF® and Cathy C. Miller, MBA, CFP®, CRPS®, CDFA®’s appearance in a Women in Wealth special section in the December 2020 issue of Fortune magazine. The “Women in Wealth” supplement highlights Atlanta area women who “stand out” in their industry.

Read More »

Tough Talks: Two Impactful Yet Difficult Money Conversations for Parents of Young Adults

There are very few concepts that can strain relational dynamics and provoke anxiety quite like discussing money with family, especially your young adult children. It generally isn’t something many parents are comfortable doing, and that is under “normal” circumstances. The stress is typically compounded when these conversations occur under duress or will inevitably induce major conflict within the family unit. Sometimes the circumstances are unforeseeable and the stress unavoidable. But many times, the contention can be avoided by simply being intentional and having these tough conversations now and on your terms.

Read More »