Julianne Andrews co-founded Atlanta Financial Associates in 1992. 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. Her 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 Julie with a deep understanding of the challenges the changing healthcare landscape presents and how they impact a physician’s financial well-being.
Julie’s unwavering professionalism has earned her local, regional and national recognition for her service and expertise. She has won numerous awards, including being named to Forbes’ list of America’s Top Women Wealth Advisors since 2017* and Forbes’ Best-in-State Wealth Advisors list since 2018*. Additionally, Julie has been consistently named a Five StarSM Professional Wealth Manager.** Her Five StarSM awards have been featured annually in The Wall Street Journal since 2017. She can also be found among the Medical Economics’ Financial Advisers for Doctors list.***
Julie is a sought-after expert whose experience and advice has been featured in several industry and national publications including Medical Economics, Atlanta Business Chronicle, Investor Business Daily, Journal of Financial Planning, Financial Planning Magazine and U.S. News and World Report. She is also the only financial services professional currently blogging for Medical Economics.
Prior to entering the financial planning industry, Julie was a senior financial analyst for a Fortune 250 company and a management consultant with a national consulting/accounting firm. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) and an Accredited Investment Fiduciary® (AIF®).
Julie graduated Tau Beta Pi with a Bachelor of Science degree in industrial engineering from Purdue University with highest honors then attended the University of Virginia, where she earned a Master’s of Business Administration (MBA) and received the William Michael Shermit award for academic excellence, graduating with honors.
Julie previously served as co-chairman of the Atlanta chapter of the National Committee on University Resources for the University of Virginia, and is also a founding member of the University of Georgia, Terry College of Business, Entrepreneurial Society. Julie is married to Dr. Andy Andrews, a pediatrician in private practice in Atlanta since 1986. They have two sons and a daughter as well as two grandchildren who all live in Atlanta as well.
*The rankings of Forbes’ Top Women Wealth Advisors and Best-in-State Wealth Advisors were developed in partnership with SHOOK Research and are based on algorithms of qualitative and quantitative criteria gathered through telephone and in-person due-diligence interviews. The Top Women Wealth Advisors’ algorithm is based on criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, AUM, compliance records, industry experience, and best. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,273 advisors were considered and 200 (7.3 percent of candidates) were recognized.
The 2018 ranking of the Forbes’ Best-in-State Wealth Advisors list’s ranking algorithm is based on criteria that includes client retention, industry experience, review of compliance records, firm nominations, assets under management and revenue generated for their firms. Overall, 21,000 advisors were considered and 2,213 (10.5 percent of candidates) were recognized. Winners are organized and ranked by state. Some states may have more advisors than others. The full methodology that Forbes developed in partnership with SHOOK Research is available here.
These recognitions and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you. 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.
**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. 2,210 Atlanta wealth managers were considered for the award; 526 (24 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who received the award, may vary from year to year.) These awards are not indicative of the wealth manager’s future performance. Your experiences may vary. For more information, please visit. www.fivestarprofessional.com.
***Criteria for inclusion: Advisor should have a depth of knowledge about a broad range of financial issues with a focus on physician business or the medical field. Advisor should offer services to a broad geographic range and should require $1 million or less as a minimum. Advisors should be in good standing as evidenced by the national databases of the SEC and FINRA. Advisors selected for inclusion are not ranked against one another. Medical Economics Financial Advisors for Doctors is a paid listing and does not imply that the individual is suitable for physicians.
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