GV Financial Advisors Named a Georgia Premier Advisor

NABCAP Announcement Closes Banner Year for GV Financial Advisors

By Betty Dworschak   |   December 16, 2013

GV Financial Advisors, one of Atlanta's largest wealth management firms, wins NABCAP award

ATLANTA GA – December 16, 2013 – GV Financial Advisors, one of Atlanta’s largest wealth management firms, continues to receive accolades for its investment philosophy, experience and customer service. In December, the National Association of Board Certified Advisory Practices (NABCAP) named GV Financial a Georgia Premier Advisor. The announcement brings to close a banner year for GV Financial, which continues to position itself as an industry and thought leader among financial advisors.

After evaluating some 20 categories of practice management, including the firm’s credentials, staff, education, specialties, compliance record and philosophy, NABCAP selected GV for the award among thousands of financial advisors around the country and in Georgia. In all, GV is one of only 68 firms selected statewide for the award.

“We believe our philosophy and service sets us apart from other wealth management advisors,” said David Geller, CEO of GV Financial Advisors. “Our focus is on our clients and helping them use their wealth to create the life they desire. This holistic approach has resonated with clients and allowed us to focus on our passion—creating happier people who are confident and comfortable with their investments and future.”

GV Financial Advisor’s philosophy has best been articulated in Geller’s book, Wealth & Happiness: Using Your Wealth to Create a Better Life. Released in April, Geller puts his near quarter century experience in financial planning—and lessons from his own life — to work for those struggling with stressful jobs, life-altering events and the burden of managing their financial futures. Through the fictional character “Joe,” an over-worked, super-stressed and soon-to-be divorced executive, Geller delves deeply into the confounding relationship between wealth and happiness.

National media has taken note of GV Financial and Geller’s success. Geller was recently named a Signature Contributor to The Huffington Post and has been featured in The Wall Street Journal, HLN’s “Making It In America,” and Upstart Business Journal, as well as other media outlets.

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