Barron’s names David Geller among Top 1200 U.S. Financial Advisors Nationwide

Geller also listed in Top 30 Financial Advisors: Georgia

By Betty Dworschak   |   March 11, 2014

Barron's Top Financial Advisors: Atlanta's GV Financial Advisors - David Geller, Wealth Management

ATLANTA GA – March 11, 2014 — Atlanta’s GV Financial Advisors is pleased to announce that Barron’s has once again recognized CEO David Geller as one of “America’s Top Financial Advisors” and among the top 30 in the state of Georgia. This is a particular honor for an independent registered investment advisor (RIA) to be included among a peer group that is largely dominated by national brokerages and wirehouses.

President Marc Lewyn congratulated CEO David Geller and explained, ”We are beginning to see the power of truly caring for the clients’ needs. By consistently going above and beyond the fiduciary responsibilities of managing clients’ money and actively helping our clients use their wealth to create better lives, GV Financial Advisors has created a entirely new financial advice model. This new model promises to be a disruptive force in the staid investment advice business.”

David Geller, Top Financial Advisors Georgia - GV Financial Advisors, Atlanta

GV CEO David Geller

“The world has evolved, yet most of the investment advisory industry remains the same,” said David Geller, who co-founded the firm with Matthew Geller in 1991. “At GV, we have a shared conviction that wealthy clients have been ill-served by our society’s dysfunctional views about money and by an outdated, wrong-headed financial planning model that is more intent on making money for advisors and clients than on providing wealthy clients with the tools and know-how they need to become confident people who feel comfortable and in control of their money, investments and their future.

“We believe, to our core, that great wealth management is about far more than helping people grow and protect their assets,” Geller continued. “It’s about helping people see the world from a place of confidence instead of fear and uncertainty. It’s about helping people feel empowered to use their wealth to create lives filled with close, intimate relationships, engaged activities that grab their passions, and the opportunity to make a positive difference in the lives of others. It’s about helping people live life to the fullest.

“We all face a never-ending whirlwind of unhelpful messages about money, investments and the economy,” he added. “We strive to help people separate meaningful signals from the unremitting noise so they can focus on what really matters and make wise decisions. GV’s philosophy is grounded on helping people beat the odds and use their wealth to actually make their lives better.”

The recognition from Barron’s is not the only acclaim for Geller or the company. One of Atlanta’s leading wealth management firms, GV was named a Georgia Premier Advisor by the National Association of Board Certified Advisory Practices (NABCAP) in December 2013, and GV was named one of Atlanta’s top wealth management firms by the Atlanta Business Chronicle in September 2011.

Geller is 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. Learn more about his background and philosophies here.

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