Seven JOYN Advisors Honored with Five Star Wealth Manager Award for Excellence

By Matthew Geller   |   September 17, 2018

Atlanta Magazine has announced its 2018 “Five Star Atlanta Wealth Manager” award and seven of JOYN’s financial advisors earned this prestigious award. The Five Star Atlanta Wealth Manager Award recognizes wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.(1)” Our seven JOYN advisors join just 9% of applicants honored with the Five Star Wealth Manager Award. “At our core is a belief that the client’s well-being comes first,” said…  Read More

JOYN Advisors Makes a Splash at this Year’s Alpharetta Business Expo

By Jarrett Oakley   |   September 17, 2018

On August 24, JOYN gathered with over 100 other exhibitors to engage with Alpharetta citizens and business leaders at the Atlanta Marriott Hotel for the 2018 Alpharetta Business Expo. In all, over 900 people were in attendance. The event, presented by the Alpharetta Business Association, featured new businesses and emerging tech start-ups from Tech Alpharetta, as well as an insightful healthcare panel from HIPnation entitled, “A Doctor’s View to Control Healthcare Costs.” “It was a fantastic event and a great way to…  Read More

JOYN Recognized Among Top Financial Advisors in the U.S. by Financial Times

Financial Times Names JOYN to FT300, one of just 16 Top Financial Advisors in Georgia

June 28, 2018

Atlanta, GA – June 28, 2018: JOYN, Atlanta’s Behavioral Wealth Management firm, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the fourth time in five years. The ranking recognizes the top independent RIA firms across the United States based on assets under management and other factors.* JOYN is one of just 16 RIAs named in Georgia, and it’s “the first time that Atlanta was home to the most FT 300 advisers, with 14. New…  Read More

JOYN CEO Takes to the Airwaves to Discuss Innovative Behavioral Wealth Management Model

By David Geller   |   June 8, 2018

Behavioral Wealth Management Model

JOYN’s Behavioral Wealth Management Model JOYN’s mission is to change the way America thinks about money. Recently, we took to the airwaves to do just that. Last week, JOYN’s CEO David Geller joined Business Radio X’s Stone Payton for an in-depth interview to discuss how — by combining exceptional wealth and investment management with the wisdom of behavioral science – we help our clients live more fulfilling, joyful lives. Their engaging conversation spanned a number of topics, from how we help clients navigate money messages that affect their decision-making, to…  Read More

JOYN CEO Quoted in Timely Wall Street Journal Article

David Geller discusses how wealthy parents can talk to their children about family money

February 13, 2018

Wealth: Talking to children about family wealth

Most wealthy parents feel conflicted talking to their children about family money, Read a summary of David Geller's advice in Feb 12's Wall Street Journal.  Read More