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 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

Catalyst in Financial Advisory Industry Intent on Changing Lives, Changes Name

Behavioral Wealth Management Firm that Defined the Category Creates Remarkable Philanthropic Experience at Launch Event

October 24, 2016

GV Financial - Behavioral Wealth Management Firm Launch Event

You’ve heard it a thousand times. A company changes its name, holds a self-congratulatory launch with bland chicken, glad-handing, and branded tchotchkes – and then goes back to business as usual. But what if the new brand built the company’s mission into the unveiling, and the new name wasn’t even the cornerstone of the announcement? What if the event itself could change dozens to hundreds of lives? That's GV's plan.  Read More

Jordan Hutchison Joins GV As Financial Advisor

Behavioral Wealth Management model lauded as crucial factor in move

July 19, 2016

GV welcomes Jordan Hutchison to the firm as a Financial Advisor. Jordan relocated from Huntsville to be part of the Behavioral Wealth Management firm.  Read More

Jason Eagle: New Financial Advisor joins GV

Former Mercer Advisors standout drawn to GV’s Behavioral Wealth Management model as an opportunity to better serve clients

June 29, 2016

Jason Eagle Financial Advisor

Continuing to add new talent, GV is pleased that Jason Eagle has joined the firm as a financial advisor. He specializes in servicing high net worth clients.   Read More

Top Financial Advisor Firms in US: GV Named to FT 300

Financial Times names firm to Top 300 Registered Investment Advisers In U.S.; One of 11 Top Financial Advisors in Georgia

June 16, 2016

Top Financial Advisors List

GV Financial Advisors, the Behavioral Wealth Management firm in Atlanta, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisers for the second time in three years. The ranking recognizes the top independent RIA firms across the United States, which is based on assets under management. GV Financial Advisors is one of just 11 RIAs located in the state of Georgia.  Read More

Fidelity Investments’ Sergio De La Torre Joins Atlanta’s GV Financial Advisors

Fidelity VP cites GV’s Behavioral Wealth Management model as a key factor in the move

June 3, 2016

Sergio De La Torre, Senior Financial Advisor, Atlanta

GV Financial Advisors, the Atlanta-based Behavioral Wealth Management firm that is rapidly adding new talent, is pleased to announce that Sergio De La Torre has joined the firm as a Senior Financial Advisor. Sergio has spent the majority of his decade-long career with Fidelity Investments, most recently as a Vice President and Senior Financial Consultant in Fidelity’s Private Client Group serving primarily high net worth clients. During his tenure at Fidelity, Sergio earned a number of prestigious accolades.   Read More