GV (Now JOYN) on Top Wealth Managers List for 2016

By Betty Dworschak   |   June 24, 2016


For the second year in a row, AdvisoryHQ has named GV Financial Advisors (now JOYN) to its Top Wealth Managers in Atlanta list. Published since 2015, the list offers details about each firm’s financial advisory services in alphabetical order.

“Based on employment statistics from the Bureau of Labor Statistics (BLS), there are about 142 wealth managers and financial advisors per 100,000 residents in Georgia,” the article begins.

It goes on to note GV’s “pioneering approach to managing wealth — an approach not followed by any other wealth management firm in Atlanta.” It then explains how Behavioral Wealth Management differs from the type of service provided by financial advisors.

“Traditionalists focus primarily on the numbers,” it says. GV created Behavioral Wealth Management to expand and improve on the traditional approach. GV’s wealth management process incorporates the science of human emotions and decision-making, especially during  major life events.

AdvisoryHQ highlighted additional qualitative factors that contributed to GV’s ranking:

  • Noting our average employee tenure of 10.5 years, the article praises GV’s “remarkable continuity in staffing.” “It is hard to come across financial planners in Atlanta who do not experience frequent turnover in staff,” it explains.
  • GV enjoys a “well-established industry-wide reputation” from industry-watchers and peer groups, including Barron’s, the Financial Times and Financial Advisor.
  • GV’s SEC credentials as a Registered Investment Advisor (RIA) founded in 1991.

Read the full article at AdvisoryHQ.com (PDF).

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