Release Date: 02.02.2016 | Location: All Metro Atlanta | Organization: TrueWealth
TrueWealth Named to AdvisoryHQ’s List of Top 11 Best Financial Advisors in Atlanta
TrueWealth Recognized as a Top Financial Planning Advisor
ATLANTA (February 2, 2016) – TrueWealth, one of Atlanta’s leading providers of wealth management services, has been named to AdvisoryHQ’s list of the Top 11 Best Financial Advisors in Atlanta, Georgia.
“We work with great clients and strive to find new and better ways to help them,” said Jim Heard, TrueWealth President and CEO. “This recognition just reflects the firm’s continued pursuit of our core values: integrity, excellence, caring, optimism, balance and accountability. We are proud of our advisors and the exceptional work that they do for our clients.”
AdvisoryHQ uses a 4-step selection methodology for identifying top advisors:
- AdvisoryHQ identifies a wide range of wealth advisory firms that operate within a designated city or state using publicly available sources and conducting database and online searches.
- The AdvisoryHQ Review and Research team applies its initial methodology filters to narrow down this comprehensive list of identified firms.
- After trimming down the initial list, the team conducts a deep-dive assessment of the remaining advisors.
- After which they apply additional selection filters to narrow the list down to the top advisors for the top ranking lists.
Click here for a detailed look at AdvisoryHQ’s selection filters.
TrueWealth provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 400 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals.
The firm recently changed its name to TrueWealth from Windham Brannon Financial Group and continues to provide the same ongoing commitment to its clients by providing independent wealth management services. For more information on the TrueWealth experience, visit www.truewealth.com.
Contact Name: Betsy Pass