Aradhana Kejriwal, CFA®, our Director of Investments, has been elected to the CFA Society of Atlanta's Board of Trustees and will represent the organization…
We’re Passionate About People
Your success creates unique challenges, complexities and decisions. That’s why it’s essential to choose a firm you trust. A firm that shares your values and beliefs. One that helps enhance your life by helping you better manage your money and mindset. A firm that’s investing in innovation, building new competencies to deliver a new kind of wealth management – one that embraces science and our humanity so we can help you overcome challenges and use your money and wealth to create an extraordinary, joyful life.
We’ve invested over a decade developing Behavioral Wealth Management because we believe that traditional wealth management is broken. Why? Because it focuses on numbers, not necessarily on helping you understand how your financial resources can help you navigate critical life decisions. Our new model incorporates wealth management, stress and decisions, life event expertise and our “passion for the human factor” so we can better guide you through personal & professional decisions (especially during stressful, expensive life challenges) that affect your money, wealth and quality of life.
Our Core Values
We do what is right
We are advocates for our clients + the people & causes they care about
We strive to be more than fair
We take responsibility for all we say and do
A Quick History
In 2014, REP. magazine ranked JOYN as the 98th largest independent registered investment advisor in the United States by total assets under management. Founded by David & Matthew Geller in 1991, the company began developing the foundation for Behavioral Wealth Management in 2005. Over the years, the firm and its team (average tenure of all employees as of September 2016: 9.2 years) have garnered a variety of local and national accolades for their services and accomplishments. The firm serves the needs of high net worth individuals, privately-owned businesses and their families and has $1.170 billion in assets under management as of September 30, 2016.
On November 17, 2016, GV Financial Advisors became JOYN.