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 announced that Julie Andrews, MBA, CFP®, AIF®, has been named to Forbes’ Top Women Wealth Advisors list for 2021. This is the fifth consecutive year that Andrews has been recognized by Forbes as a top performing female advisor in the U.S. The list was published on Forbes.com.
Andrews co-founded Atlanta Financial Associates in 1992. She demonstrates her commitment to her clients by developing sophisticated solutions that address the financial needs of highly successful physicians, professionals and individuals at or nearing retirement. Andrews has garnered local, regional and national recognition, including the 2021 Forbes’ Best-in-State Wealth Advisors list.
“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.”
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 2021 ranking of the Forbes’ Best-in-State Wealth Advisors3 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 3,000were recognized. The full methodology4 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.
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.
1 This 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.
2Portfolio 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.
3This 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.
4Portfolio 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.
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.
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.