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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We Welcome Connolly Crowley with Lots of Love!

We are excited to announce Connolly Elizabeth Crowley, daughter of Charles and Erin Crowley, was born on June 21, 2019! Weighing in at 7lbs.,15oz., Connolly makes Charles and Erin the parents of two beautiful children; Connolly is Charles and Erin’s second child…

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At AFA, we hear our clients express concerns about two financial challenges more often than any others:
• Will I be ready to retire with the lifestyle I want?
• What can I do to protect myself from rising health care costs now and in the future?

Did you realize there is a single vehicle that can help you make progress in both areas? It’s called a health savings account (HSA), which is a government-regulated savings account that combines many of the tax benefits of a Flexible Spending Account and a 401(k), including:
• Your contributions to the plan are pre-tax (if offered through your employer) or tax-deductible (if established on your own). If funded through your employer’s plan, you also don’t pay FICA on the contributions, putting an extra 7.65% back in your pocket.
• Withdrawals for qualified medical expenses are tax-free (more about that below).
• The balance in your plan (that you don’t spend for medical expenses) grows tax-deferred and can be rolled over from year to year, supplementing other retirement savings.

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