ATLANTA, GA – Seven Atlanta-based Ashford Advisors associates have been recognized as Five Star Wealth Managers. The 2019 Five Star Wealth Managers are Britton D. Adams, ChFC®, CExPTM, Peter E. Bourg, Elie E.?Engler,?ChFC®, CFP®, Michael J.?Ghioto, CFP®, RICP®, W. Edward Inman, ChFC®, CFP®, Joshua M. Ketchie, CFP®, CPA, ChFC®, and Matthew G. Lipscomb,?CLU®, ChFC®. Five Star Professional awarded the top 4% of Atlanta area wealth managers who are committed to excellence. This is the eighth consecutive year for Lipscomb, fifth consecutive for Engler and Ghioto, and second consecutive year for Bourg.
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience, and a thorough regulatory history review. Recipients were acknowledged in a special section of the October 2019 issue of Atlanta Magazine and can be found on Five Star Professionals website.
“We’re proud of these seven advisors who’ve earned the designation of Five Star Wealth Manager this year,” shared Tom Purcell, CLU®, ChFC®, CEO of Ashford Advisors. “This group brings over one-hundred twenty years of combined experience to our firm. Their dedication and exceptional client service have made them invaluable members of the Ashford family.”
About the research process: Five Star Professional conducts market-specific research to identify outstanding service professionals. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets. Professionals recognized as award winners are published by Five Star Professional and its partners. Award winners cannot pay a fee to be included in the research or the final list of award recipients. Visit www.fivestarprofessional.com for detailed information on the Five Star Wealth Manager research methodology.
About Ashford Advisors
Based in Atlanta, Georgia, Ashford Advisors is a financial services firm with the mission of growing the wealth and enhancing the financial security of our clients through the development of comprehensive financial strategies. Since 1898, our advisors have strived to make a lasting, positive impact on the lives of their clients and the communities in which they live. Ashford Advisors is a general agency of The Guardian Life Insurance Company of America, New York, NY. More information about Ashford Advisors can be found at www.ashfordadvisors.net. Find Ashford Advisors on Facebook and LinkedIn.
Financial services available to individuals and business owners through Ashford Advisors include strategies and products for financial protection and investments; asset allocation, college, retirement, business and estate planning strategies; life insurance, annuity, and investment products, including mutual funds.
Ashford Advisors is an Agency of The Guardian Life Insurance Company of America(R)?(Guardian), New York, NY. Securities products and advisory?services?offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 900 Ashwood Parkway, Suite 400, Atlanta, GA 30338, 770-390-2600. PAS is an indirect, wholly-owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS?or Guardian.?Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. *The Five Star Wealth Award?is not issued or endorsed by Guardian or its subsidiaries.?2019-87111, exp. 10/21