Atlanta Financial Newsroom

Julianne Andrews Honored in Forbes’ Best-in-State Wealth Advisors List for Second Consecutive Year

AFA Marketing
March 4, 2019

Atlanta Financial Co-Founder Ranks Among Top
Advisors Across the United States According to Forbes

ATLANTA – March 4, 2019 – Atlanta Financial Associates, an award-winning, independent financial advisory firm, today announced that Julie Andrews, MBA, CFP®, AIF®, has been named to the 2019 Forbes’ Best-in-State Wealth Advisors list. This is the second time in two years that Andrews’ has been recognized by Forbes as a top financial advisor in Georgia. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.

With 30 years of experience in the financial planning industry, Julie demonstrates her unparalleled commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. With national and local accolades to her credit, Andrews’ passion for working with physicians comes from being a pediatrician’s spouse for more than three decades. Her experience as a Wealth Manager in combination with her first-hand view as the spouse of a physician provide her with a deep understanding of the challenges the changing healthcare landscape presents and how they impact a physician’s financial well-being.

“It is an incredible honor to be recognized by Forbes as one of the top wealth advisors in Georgia,” said Andrews, co-founder of Atlanta Financial Associates in 1992. “’Making Life’s Journey Richer’ for clients is my passion and I’m very happy to have my efforts affirmed once again this year.”

The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors (1) list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 29,344 advisors were considered, and 3,000 were recognized. The full methodology (2) that Forbes developed in partnership with SHOOK Research is available here.

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.

Advisory services provided by Atlanta Financial Associates, Inc.

(1)This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.

(2)Portfolio 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.

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Cathy Miller Receives the Women’s Choice Award® as Highly Recommended Financial Advisor by Women for Women for Seventh Consecutive Year

Atlanta – November 19, 2019 – Atlanta Financial Associates, an independent financial advisory firm, recently announced that Cathy Miller, MBA, CFP® , CRPS®, CDFA™, has received the Women’s Choice Award® for Financial Advisors and Firms.

As the leading advocate for female consumers, WomenCertified Inc. selected Miller based on rigorous research and specific objective criteria; she has received this recognition every year since 2013. 

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9 Year-End Tax Tips

This year marks our second year living with the sweeping tax law changes passed at the end of 2017, known as the Tax Cuts and Jobs Act.  How did you fare under the new tax law, or do you know?

Many tax payers had pleasant surprises when they filed their 2018 returns, with smaller tax bills and/or larger refunds than usual.  But some tax payers felt like they didn’t benefit from the tax cuts at all.  As we met with clients in 2019, we found that for some of those clients the total tax paid was in fact higher, but due to higher income levels (from a strong economy and stock market), while tax rates actually did decline from pre-2018 levels. Unfortunately, for a significant minority of our clients, both rates and taxes paid were higher due to limitations on mortgage interest deductions, the elimination of personal exemptions and the cap on state and local tax deductions (the so called “SALT” deductions). 

Regardless of which camp you found yourself in after filing your 2018 taxes, there is still time to minimize what you will owe for 2019 with smart planning.  We have listed 9 tips to consider between now and year-end.

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Billfolds and Babies

A baby changes the game in so many ways. I think back to the first time I heard my little boy say “peeeez, Daddy.” I would have handed that little guy nearly anything he wanted with little remorse just because of how cute it was. It makes me think about how as parents, we naturally want to not just meet, but exceed the wants and needs of our children; however, accomplishing that can be quite a challenge. With so much time focused on getting ready mentally, spiritually, and physically for a new baby, it is also fact that soon-to-be parents can especially end up feeling a bit unprepared financially because it is so tough to judge how expensive life as a growing family will be.

Knowing personally and professionally that the fiscal changes associated with parenthood are a gracious plenty, I’ve laid out a few things below that will hopefully make the experience of welcoming a new baby less of a learn-on-the-fly education.

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4 Estate Planning Tips When You Have Young Children

1. Write a Will
For most young parents, writing a will is less about distributing assets and more about naming a guardian for their children. The guardian named in your Will is the person that would take care of your children if you and the other parent were unable to do so. This situation is very unlikely, but worth addressing just in case.

If your children ever needed a guardian, the local Probate Court would appoint the person designated in your Will, absent a serious problem with that person. You can name different guardians for different children if you wish. If you do not have a Will with a Guardianship Designation, or if you haven’t made your wishes in the Will clear, the Probate Court would have to select a guardian for your children without any guidance from you. The most common choice is a family member. But what if you really wouldn’t want a certain family member to raise your children? Or what if you preferred that a close friend step in as guardian? The Court would have no way of knowing your wishes.

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