ATLANTA (February 9, 2018) – For the third year in a row, AdvisoryHQ ranks TrueWealth, LLC among the “10 Best Financial Advisors & Planners in Atlanta, GA”. AdvisoryHQ is an independent rating agency that conducts extensive research to review and rank financial advisors.
AdvisoryHQ uses a four-step methodology to evaluate firms focusing on extraordinary service offerings and key differentiators. In its review, AdvisoryHQ noted TrueWealth’s diversity – particularly the large percentage of women advisors – as well as the firm’s detailed and transparent investment philosophy.
“We are excited to be included on the list again.” said Michael Maiorano, TrueWealth’s President and new CEO. “Our commitment to building a diverse team of outstanding advisors with unique strengths and shared core values is what allows us to provide our clients with a world-class service experience. I am so proud for our team to be recognized in this way.”
TrueWealth and its team are pleased to report the following awards and recognitions:
- #1 Best Workplace for Women in the US | Fortune and Great Place to Work® (True Wealth, 2015);
- #4 Best Workplaces in Financial Services in the US | Great Place to Work® and Fortune (TrueWealth, 2016);
- Financial Times 300 Top RIAs | Financial Times (TrueWealth, 2017);
- Top 50 Best Small Workplace in the US | Fortune and Great Place to Work® (True Wealth, 2016);
- Best Places to Work in Georgia | Georgia Trend (TrueWealth 2016 and 2017)
- Top 11 Best Financial Advisors in Atlanta | AdvisoryHQ (TrueWealth, 2016, 2017, and 2018);
- Top 150 RIA Firms in the US | Financial Planning Magazine (TrueWealth, 2016);
- Atlanta’s Best Places to Work | Atlanta Business Chronicle (TrueWealth, 2014, 2015, 2016, and 2017)
- Top 100 Fee-Only Wealth Management Firms in the US | CNBC Digital (TrueWealth, 2014 and 2015).
- American Institute of CPAs Standing Ovation Award | (AICPA) (Michael Maiorano, 2016 and Jennifer Birchett, 2017)
TrueWealth, LLC provides independent wealth management services to individuals and families. Founded in 1999 and based in Atlanta, the fee-only advisory firm is known for combining informed expertise with a highly personalized experience to help clients meet their financial—and life—goals. The TrueWealth team, which manages approximately $1 billion on behalf of more than 300 clients, prides itself on the ability to carefully listen to client needs, address their unique challenges, and help them meet their important financial goals. For more information on the TrueWealth experience, visit www.truewealth.com. Find and follow the firm on LinkedIn, Facebook and Twitter.
AdvisoryHQ News is an online news media that provides extensive research, reviews, and rankings of firms and products across the U.S., U.K., Canada, and Australia. With a tremendous 14,121% growth rate (since launch), we have become one of the fastest-growing “review and ranking” news media firms for the financial, accounting, insurance, shopping, marketing, advertising, consulting, mortgage, retail, investment, and software sectors. We launched AdvisoryHQ News in April of 2015 and grew it from zero to an astonishing 4.5 million readers within 1 year and 10 months. AdvisoryHQ is committed to simplifying the research that you (U.S., U.K., Canadian, and Australian consumers) conduct before choosing a top provider, firm, service or product.
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