Generational Wealth Advisors Recognized as Leading Wealth Advisory Firm
DALLAS--(BUSINESS WIRE)--Nov 12, 2019--
Generational Wealth Advisors, an award-winning wealth management firm, is pleased to announce that it has been recognized as a leading wealth management firm in Dallas by D Magazine for the 9 th straight year.
This prestigious award is presented to leading wealth management firms in the Dallas area on an annual basis. D Magazine surveyed every wealth advisory firm in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute. The discovery process yielded a list of final contenders.
The finalists were selected based on a number criteria, including the requirement that firms must hold themselves out as fiduciaries for their clients. A panel of esteemed local wealth managers reviewed the final list.
Brent Everett, Founder, Chief Investment Officer and Partner of the firm, stated, “Generational Wealth Advisors is proud to be recognized for the 9th year in a row as one of D Magazine’s Top Wealth Managers. Being listed as one of the leading wealth advisors in Dallas is a testament to our teams’ exceptional client service, integrity, diligence, and our focus on building enduring relationships with our clients.”
President & CEO of Generational Group, Ryan Binkley, added, “We are so very proud of our Generational Wealth Advisors team. Being recognized by your peers is a real honor and speaks volumes of the significant work we are doing in preserving and growing the financial legacy for our valued clients.”
About Generational Wealth Advisors
Generational Wealth Advisors, Generational Equity, Generational Capital Markets (member FINRA/SIPC), and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.
Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission. Please see important disclosure information at: www.generationalwealthadv.com/disclosure-information.
With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing merger, acquisition, and wealth management services. Their five-step approach features exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.
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CONTACT: Carl Doerksen
KEYWORD: TEXAS UNITED STATES NORTH AMERICA
INDUSTRY KEYWORD: CONSULTING PROFESSIONAL SERVICES FINANCE
SOURCE: Generational Wealth Advisors
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PUB: 11/12/2019 10:00 AM/DISC: 11/12/2019 10:01 AM