Monday, October 1, 2012

Atlanta’s 2012 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Atlanta, GA (October 1, 2012) – Robert (Robby) E. Schultz, III has been named as 2012 FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professional in the October 2012 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 4% of 18,400 Wealth Managers in the Atlanta area.

This marks the third time that Robby has been named as FIVE STAR Wealth Managers by Atlanta Magazine and Five Star Professional (2009, 2010, and 2012).

2012 Atlanta Five Star Wealth Managers

In a consumer study about dynamics between wealth managers and their clients, Five Star Professional polled wealth managers and consumers about communications. Both groups said that connecting three to four times a year is the right communications strategy, but expectations are not aligned in all areas:
  • 29% of consumers want to be contacted by their wealth manager whenever events require an update; only 7% of wealth managers say they contact clients based on the impact of events.
  • 63% of consumers say they receive the right amount of communication from their wealth manager.
From research conducted by Five Star Professional, April 2011.

Wealth managers, broadly defined, are those individuals who help you manage your financial world and/or implement aspects of your financial strategies. Common examples of wealth managers are financial advisors, financial planners, investment advisers, tax advisors and estate planning attorneys.

How do you find a wealth manager with experience, who has a good base of clients with high retention rates, and who has undergone a regulatory and complaint review? And when you find them, are they accepting new clients?

Atlanta magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Among many distinguishing attributes, the average one-year client retention rate for this year’s award winners is more than 96 percent.

A Select AWARD - The resulting list of 2012 Five Star Wealth Managers is a select group, representing less than 4 percent of the wealth managers in the Atlanta area.

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies, it should not be considered exhaustive. Undoubtedly, there are many excellent wealth managers who, for one reason or another, are not on this year’s list.

Award CANDIDATES - In order to consider a broad population of high-quality wealth managers, award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations are not accepted Atlanta award candidates were identified using internal and external research data, including a survey to more than 10,800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC.

Determination of AWARD WINNERS - Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers.

Eligibility Criteria – Required 

  1. Credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney. 
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 
  3. Favorable regulatory and complaint history review. 
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.
Evaluation Criteria – Considered 
  1. One year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent). 
  2. Five year client retention rate.
  3. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $96 million in client assets).
  4. Number of client households served (on average, this year’s award winners serve 222 households).
  5. Education and professional designations.
Research DISCLOSURES:
  • Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
  • The Five Star award is not indicative of the wealth manager’s future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets.
  • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
  • Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
  • Five Star Professional is not an advisory firm, and the content of this article should not be considered financial advice. For more information on the Five Star award and the research/ selection methodology, go to www.fivestarprofessional.com.
  • 2,660 award candidates in the Atlanta area were considered for the Five Star Wealth Manager award. 607 (approximately 23 percent of the award candidates) were named 2013 Five Star Wealth Managers.
About Rollins Financial Counseling, Inc. Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Monday, August 27, 2012

The CFA Institute Welcomes Edward (Eddie) Wilcox as a New Charterholder

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com



We proudly announce that Edward (Eddie) Wilcox, Partner and Financial Adviser at Rollins Financial, has successfully completed the prestigious Chartered Financial Analyst® Program and has been accepted by the CFA Institute as a new charterholder. The CFA designation was introduced in 1963, and it has since become one of the most respected and recognized investment credentials in the world for its rigorous focus on current investment knowledge, practical analytical skills, and performing in the client’s best interest.

When Eddie decided to earn his CFA designation, he embarked on a graduate-level study program that combines a comprehensive curriculum with stringent professional conduct requirements. The program concludes once candidates pass three consecutive and increasingly difficult exams that are widely considered to be among the most intensive in the investing profession. Only around one in five candidates who enroll in the CFA Program pass all three exams and meet the professional and ethical requirements to earn the charter. Earning the designation demonstrates Eddie's mastery of the skills most needed for investment analysis and decision making in today's fast-evolving global financial industry.

"Earning the CFA charterholder has been challenging but rewarding. I believe the knowledge I've gained will be an invaluable supplement to my financial work experience as it has provided me with a strong foundation from which to draw when analyzing investments and managing portfolios," explained Eddie.

Eddie has worked for Rollins Financial for over 10 years, joining the firm as a client specialist and asset manager, and becoming a partner in 2007. His primary responsibilities are designing and modeling complex investment strategies and coordinating their successful implementation with other members of the investment advisory group. Eddie is also Rollins Financial’s chief compliance officer, and as such, he is responsible for ensuring that we are in compliance with regulatory and legal obligations.

Since completing the CFA program, Eddie has been enjoying spending some quality time with his family again. Eddie’s wife, Jennifer, also works at Rollins, and she is especially proud of his accomplishment. After all of his hard work, she’s quite happy to see Eddie chasing their very active daughters around instead of his nose being buried in textbooks all the time.

Congratulations, Eddie! We’re so glad you’re on our team.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

About Rollins Financial Counseling, Inc.

Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Friday, October 1, 2010

Atlanta’s 2010 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Atlanta, GA (October 1, 2010) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have been named as 2010 FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services in the October 2010 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 2% of Wealth Managers in the Atlanta area.

This marks the third straight year for Joe and the second consecutive year for Robby that they have been named as FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services.

The Problem - Well over half of the consumer responses in the Atlanta area indicated it is difficult to find a wealth manager they trust and rely on (2009 Consumer Survey, Quantitative Market Intelligence).

With more than 25,000 wealth managers in the Atlanta area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Atlanta Magazine wanted to help. The magazine formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers scored highest in overall satisfaction.

The Selection Process - Crescendo surveyed, by mail and phone, to approximately 1 in 4 high-net-worth households (over 116,000 households) within the Atlanta area. An additional 14,500 surveys were sent to local financial services industry professionals.

On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Both positive and negative evaluations were included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority), the SEC, the State Board of Accountancy, and the State Bar.

Then, before finalizing the list, wealth managers were reviewed by a blue ribbon panel comprised of individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2010 FIVE STAR Wealth Managers is an elite group, representing less than 2 percent of the wealth managers in the Atlanta area. Only 454 of the top-scoring wealth managers made this year’s list. Although this list will certainly be a useful tool for anyone looking for help in managing their financial world, it should not be considered exhaustive. Undoubtedly, there are many other excellent wealth managers who, for one reason or another, are not on this year’s list.

RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:

  • The 2010 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Wealth Managers.
  • The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
  • The FIVE STAR Award is not indicative of the wealth manager's future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
  • The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Atlanta Magazine.
  • Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
  • The research process for the FIVE STAR Wealth Manager Program, managed by QMI Research, incorporates a statistically valid sample in order to identify wealth managers in the local market that score highest in overall satisfaction. QMI Research does not include wealth managers on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.
  • For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.
About Rollins Financial, Inc.
Rollins Financial, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Friday, October 2, 2009

Atlanta’s 2009 FIVE STAR Wealth Managers Announced

For Immediate Release

Contact: Rollins Financial Counseling, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Atlanta, GA (October 2, 2009) – Joseph (Joe) R. Rollins and Robert (Robby) E. Schultz, III have been named as 2009 FIVE STAR Wealth Managers by Atlanta Magazine and Crescendo Business Services in the October 2009 edition of the magazine. The individuals who receive this award are selected based on a rigorous research process and represent less than 4% of Wealth Managers in the Atlanta area.

The Problem - Well over half of the consumer responses in the Atlanta area indicated it is difficult to find a wealth manager they trust and rely on (2009 Consumer Survey, Quantitative Market Intelligence).

With more than 15,000 wealth managers in the Atlanta area, how do you find someone who listens to you, represents your interests and operates with an emphasis on integrity and service? Atlanta Magazine wanted to help. The magazine formed a partnership with Crescendo Business Services, an independent research firm, to find out which wealth managers successfully satisfied key client satisfaction criteria and overall scored the highest in client satisfaction.

The Selection Process - In February 2009, Crescendo surveyed, by mail and phone 70,000 high-net-worth residents in the Atlanta area and subscribers of Atlanta Magazine. An additional 6,500 surveys were sent to financial services industry professionals.

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. Only original surveys – no copies – returned in their specially designed envelopes were accepted as valid.

By March, stacks of surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 4 percent of the wealth managers in the Atlanta area. Only 579 of the top-scoring wealth managers made this year’s list. Although this list will certainly be a useful tool for anyone looking for help in managing their financial world, it should not be considered exhaustive. Undoubtedly, there are many other excellent wealth managers who, for one reason or another, are not on this year’s list.

RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:

  • The 2009 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR: Best in Client Satisfaction Wealth Managers.
  • The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
  • The FIVE STAR Award is not indicative of the wealth manager's future performance.
  • Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets.
  • The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Atlanta Magazine.
  • Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
  • The research process for the FIVE Star: Best in Client Satisfaction Wealth Manager Program, managed by Quantitative Market Intelligence (QMI), incorporates a statistically valid sample in order to identify wealth managers in the local market that score highest in client satisfaction. QMI does not include wealth managers on the list unless their score is statistically valid. At least fifty percent of the wealth managers in the market have a statistically valid score.
  • For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.
About Rollins Financial Counseling, Inc.
Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Monday, August 10, 2009

Admittance to WiserAdvisor Awarded

For Immediate Release

Contact: Rollins Financial Counseling, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Atlanta, GA (August 10, 2009) – WiserAdvisor announces that Robby Schultz of Rollins Financial has been awarded admittance as a member of its directory of financial advisors.

Financial advisors are granted admission into WiserAdvisor (www.wiseradvisor.com) based on their credentials and qualifications. All members offer their services to investors with a fee rather than solely with commissions, allowing them to assist investors with a variety of different investment options. All members are also properly registered with the SEC, FINRA or other regulatory organizations.

Since 2003, WiserAdvisor has focused on taking much of the guesswork out of finding a qualified financial advisor or financial planner. This is done both through the stringent admittance guidelines, as well as through the information provided to investors about each member advisor. All members must complete an extensive profile outlining their services, qualifications and credentials, including their education background.

Because of the strict standards that a financial professional must meet in order to become a member, WiserAdvisor only admits a select few high-quality financial advisors and financial planners. More than 600,000 professionals can provide insurance and financial advice. Less than 1% have been granted membership into WiserAdvisor.

Thousands of investors use WiserAdvisor each year to find local financial advisors and planners, and trust that WiserAdvisor will help them find the right professionals to meet their unique needs.

About WiserAdvisor.com
WiserAdvisor is an online service that connects investors to local financial advisors and financial planners. It is an independent and free service provided to investors, allowing them to find local professionals who can help them build their portfolios, plan for retirement, manage their estates, or to help them with other investment issues. More information about WiserAdvisor and its services can be found at www.wiseradvisor.com



About Rollins Financial Counseling, Inc.
Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Wednesday, February 18, 2009

Admittance to Paladin Registry Awarded

For Immediate Release

Contact: Rollins Financial Counseling, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Sacramento, CA (February 18, 2009) – Paladin announced that Eddie Wilcox has been admitted to the Registry and he has been awarded Paladin’s Five Star quality designation.

The Paladin Registry (www.paladinregistry.com) provides free public services to investors who use the services of financial planners and advisors. Since its inception, more than 300,000 investors have used the Registry to learn how to avoid bad financial advice, to learn how to select high quality advisors, to find competent, trustworthy professionals, to rate current advisors, and to review advisor documentation for credentials, ethics, and business practices.

Jack Waymire, Paladin founder and author of the highly regarded book Who’s Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor (ISBN 0471476994, John Wiley & Sons, December, 2003) said, “Registry services solve three major problems for investors who rely on planners and advisors to achieve their financial goals. First, it’s not easy for investors to find high quality advisors. Second, when they find advisors they may not know the right questions to ask to determine their quality. And third, they may not know good answers from bad ones. Consequently, millions of investors hire the wrong advisors for the wrong reasons and fire them within two years.”

Waymire went on to say, “The Registry solves the quality problem by having the highest minimum standards in the financial services industry. Planners and advisors must complete a comprehensive questionnaire and score in the top 10% of their profession to be admitted to the Registry. In addition, they must be Registered Investment Advisors (RIAs) or Investment Advisor Representatives (IARs), acknowledge their fiduciary status, provide independent advice, and work for fees.”

Waymire confirmed that only a small percentage of practicing planners and advisors can meet the Registry’s strict requirements. He said, “We focus on the top tier of professionals who are paid to help investors achieve their financial goals. We exclude the bottom 90% who are frequently paid commissions to sell investment and insurance products. Anyone who isn’t paid to help investors achieve their financial goals is a potential risk.”

He added, “This risk exists because the financial services industry has no minimum standards for advisors. There are no education requirements, not even a high school diploma, and no experience requirements. In fact, 18 year olds and people with criminal records can obtain securities licenses. The combination of no standards and no disclosure requirements create a major risk for investors and the Paladin Registry is one of the few resources that help them avoid the risk.”

About Paladin Registry, LLC
Paladin is an information services company and not a financial services company. The Registry provides free public services to investors who use the services of financial planners and advisors. The four primary services are investor education, advisor search, advisor ratings, and advisor documentation. Visit Paladin’s website at www.paladinregistry.com for additional information.

About Rollins Financial Counseling, Inc.
Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.

Friday, October 3, 2008

FIVE STAR: 2008 Best in Client Satisfaction Wealth Managers (SM) Announced

For Immediate Release

Contact: Rollins Financial Counseling, Inc.
Phone – 404.892.7967
Website: www.rollinsfinancial.com
Please Click for PDF Format

Atlanta, GA (October 3, 2008)Joseph (Joe) R. Rollins has been named as a 2008 FIVE STAR Best in Client Satisfaction Wealth Manager. The individuals who receive this award are selected based on a rigorous research process and represent less than 3% of Wealth Managers in the Atlanta area.

In the October issue of Atlanta Magazine, the 2008 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM) are announced. Atlanta Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Atlanta area. In February 2008, Crescendo surveyed, by mail and phone 95,000 high-net-worth residents in the Atlanta area and subscribers of Atlanta Magazine. An additional 9,000 surveys were sent to leaders of financial service industry companies.

On the surveys, recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction.

By March, stacks of surveys had arrived and Crescendo began carefully scoring each wealth manager. Both positive and negative evaluations were included in the scoring. Only wealth managers with five years of experience in the financial services industry were considered.

Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.

Then, before finalizing the list, wealth managers were reviewed by a blue-ribbon panel. The blue-ribbon panel was comprised of knowledgeable individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.

The resulting list of 2008 FIVE STAR Wealth Managers is an elite group, representing less than 3 percent of the wealth managers in the Atlanta area. We hope this list serves as a referral network for the 368,000 readers of Atlanta Magazine. Is this list exhaustive? Of course not. There are undoubtedly many other excellent wealth managers who, for one reason or another, are not on this year’s list.

RESEARCH DECLARATIONS:
As with any research or recognition program, it is important that we provide you the following declarations:

  • The 2008 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.
  • The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation.
  • The FIVE STAR Award is not indicative of the wealth manager's future performance.
  • The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Crescendo Business Services or Atlanta Magazine.
  • Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future.
  • For more information on the FIVE STAR Award and the research/selection methodology, go to: www.fivestarprofessional.com/wmresearch.
About Rollins Financial Counseling, Inc.
Rollins Financial Counseling, Inc. is a SEC registered investment advisory firm that was established in Atlanta, Georgia in 1990 by Joseph (Joe) R. Rollins. Joe along with partners Robert (Robby) E. Schultz, III and Edward (Eddie) J. Wilcox offer independent investment management services for individuals, small businesses and corporations.

Rollins Financial employs various investment strategies depending on the specific objectives of each client. Our independence insures that we are able to provide the most objective investment advice since we receive no compensation from any third parties.

Please visit www.rollinsfinancial.com to find out how Rollins Financial can become your partner to help you Plan for your tomorrow, today.