Heritage Financial Planning is honored to have been named as one of the Top 10 Financial Advisor Atlanta Firms by AdvisoryHQ for 2018. This award is special because the firm has won numerous awards at the national level, but truly appreciates being recognized at the local level here in Atlanta. With literally thousands of advisors in the Atlanta area, to have been identified as one of the Top 10 firms puts Heritage Financial Planning in good company with nine other great local firms.
As a fee-only financial planning firm, we are committed that each of our advisors is a fee-only financial planner and engage clients in a fiduciary manner. Commission and sales quota-free is a crucial differentiator of our approach in Atlanta and beyond.
Award Methodology: AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top-ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.
Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.
Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).
Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.
Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top-rated publications, which are then published to the general public.
Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Heritage Financial Planning is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Heritage Financial Planning by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Some of these awards may be based on individual achievements and not necessarily the firm as a whole.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Heritage Financial Planning), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Heritage Financial Planning Company. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Heritage Financial Planning is neither a law firm nor a certified public accounting firm, and no portion of the blog content should be construed as legal or accounting advice. A copy of the Heritage Financial Planning’s current written disclosure statement discussing our advisory services and fees is available for review upon request.
Heritage Financial Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Heritage Financial Planning’s web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.
Fee-Only. Many financial planners work on commission. It's the reality of the industry and the standard "business-as-usual" model. We don't settle for "business as usual," though. Heritage Financial Planning aims for our work to be as transparent and as tailored to clients as possible. That's one of the reasons why we don't accept commissions.
Independent. Our CERTIFIED FINANCIAL PLANNER™ professionals have passed independent training, examinations and experience requirements to earn that official title. Our fee-only structure helps us maintain autonomous and advantageous wealth guidance.
Objective Advice. We mean it. Heritage Financial Planning uses information and data collection to create bias-free financial plans in our clients' best interests without pressure.
Financial planning is more than opening the right accounts and investing the right amount of money. It's about taking control of your life, whatever opportunities it presents.
The fiduciary, fee-only financial planners at Heritage Financial Planning in the Atlanta Georgia area give sound advice and guidance. Private Asset Management Magazine named us one of 2018's Best Private Wealth Manager Client Services* for firms in the under $5 billion category. Let us show you why through our comprehensive advisory services, from wealth management to college savings to planning appropriate monthly budgets during retirement.
400 Galleria Parkway
Atlanta, GA 30339