Atlanta Financial Press Releases

Cathy Miller Honored as a Forbes’ Top Women Wealth Advisor

AFA
April 27, 2021

Co-Founder of Atlanta Financial Associates, now part of Mercer Advisors, recognized as Top Performing Female Advisor in the United States

Atlanta, GA – April 1, 2021 – Atlanta Financial Associates, today announced that Cathy Miller, MBA, CFP®, CDFA®, CRPS® has been named to Forbes’ Top Women Wealth Advisors list for 2021. The list was published on Forbes.com.

Miller, who co-founded Atlanta Financial Associates in 1992, demonstrates a commitment to her clients and profession which has earned her a loyal clientele and recognition regionally and nationally. She also has decades of experience crafting solutions for clients’ complex problems, such as the process of retiring or the transition that comes with divorce.

“I am very gratified to be recognized on this list of women wealth advisors by Forbes,” said Andrews. “This is a testament to the commitment to quality, service and independence at Atlanta Financial Associates and to be acknowledged with this accolade is greatly appreciated.”

In addition to being named to the Forbes’ Top Women Wealth Advisors list, she is a multi-year recipient of the Women’s Choice Award® for Financial Advisors*, a distinction given to a select number of advisors in Georgia and across the nation, and is a multi-year Five Star Professional Wealth Manager.**

“It’s an honor to recognized by Forbes on this list of women wealth advisors, not just for me personally but for my entire team,” said Miller. “It’s a testament to our hard work and dedication to helping our clients find economic freedom and making their life’s journey richer.”

ABOUT ATLANTA FINANCIAL

Since 1992, people have been turning to the advisors at Atlanta Financial Associates to for a complete wealth management plan to ensure their economic freedom. Our FIT™ process is a collaborative and customized process that starts with a systematic and organized analysis of where you are, and builds a comprehensive roadmap to take you to where you want to be, while building your family’s financial wellness for decades to come. For more information about Atlanta Financial, please visit www.AtlantaFinancial.com.

Atlanta Financial Associates joined Mercer Advisors December 2020. Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service SEC registered investment advisor that provides investment advice, financial and estate planning, tax planning, and corporate trustee and trust administration services. For more information about Atlanta Financial Associates, please visit www.AtlantaFinancial.com.

The ranking of Forbes’ Top Women Wealth Advisors1 is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due-diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,785 advisors were considered, and 1,000 were recognized. For the full methodology2 that Forbes developed in partnership with SHOOK Research, please click here.

*The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients, such as credentials, experience, and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to qualify for the program. The inclusion of a financial advisor within the WCA Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of future investment success.

**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.

1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.

1Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or Atlanta Financial Associates is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors and Atlanta Financial Associates did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors and Atlanta Financial Associates by any of its clients

Logos: FB, LI, Twitter, Instagram

Please Note: Atlanta Financial Associates is a tradename. All services are provided by Atlanta Financial Associates investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Atlanta Financial Associates

Share This:

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

Ah! After Taxes: Is Now the Time to Hire a Financial Advisor?

Tax-season is finally over and hopefully the results of your 2020 return landed in your favor. But, what should you do now? Sure, you’ve gotten last year out of the way, but what about your future? What about the long-term? Now that you know your numbers, is it time to hire a financial advisor?

Read More »

Social Security Issues For Women

Many women suffer financial hardship when a marriage ends due to death or divorce. Understanding what Social Security benefits you are entitled to can help bridge at least a portion of that financial gap.

Read More »

The Housing Market Could Be Heading For a Decline in 2021. Is Now the Time to Buy, or Should You Keep Renting?

There comes a point in nearly everyone’s life when they begin to wonder if they should continue to rent or make the step of purchasing a home – but throw a global pandemic, low mortgage rates and a crazy housing market into the mix, and it makes the choice a whole lot more complicated. Furthermore, since January 2020, home sales have been steadily increasing.1

Read More »