ATLANTA--(BUSINESS WIRE)--SignatureFD, an award-winning wealth management and financial advisory firm that helps clients transform their net worth into Net Worthwhile™, recently announced the addition of Tim Maurer, CFP®, RLP®, as SignatureFD’s new Chief Advisory officer.
Maurer, a regular columnist for Forbes and CNBC and the author of the book, Simple Money, understands and writes about the connective tissues between wealth management and behavioral science. This aligns with how SignatureFD partners with clients to “activate” their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to understand better how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™.
“As we continue to build towards our vision of positively impacting the financial lives of 10,000 families, investing in our current and future advisors is critical,” said Heather Fortner, Chair & CEO of SignatureFD. “A fundamental believer in the power of combining technical, financial expertise with the art of design, Tim is already aligned with how SignatureFD works to help clients achieve their Net Worthwhile.”
Uniquely suited for this role, Maurer followed his many years as an advisor to lead Buckingham Wealth Partners’ advisor development program. Maurer then served as the Head of Wealth Management for Triad Financial Advisors. Additionally, he spearheaded the creation of and taught the Fundamentals of Financial Planning course for Towson University.
“SignatureFD’s approach to wealth management aligns with my belief that personal finance is more personal than it is finance,” said Maurer. “Whether through their client communities that cater to niche audiences or their brand promise of Net Worthwhile, which addresses the whole person and not just their finances, SignatureFD is an organization that has always believed in putting the client experience at the center. I look forward to helping the firm evolve its service to clients while partnering in the collaborative development of the advisory team.”
SignatureFD’s 100+ person team manages more than $6B in assets and serves more than 1,700 client families nationwide.
At SignatureFD, we believe people want to use their wealth to do something worthwhile – for themselves, those they love, and their community. Through integrated wealth management services, we help clients create a financial design for life that enables them to protect, grow, give and live their wealth – ultimately transforming their net worth into Net Worthwhile™. Our highly capable, collaborative, caring and coordinated team of investment, financial planning and tax experts are committed to proactively helping clients take control of their financial lives and achieve their goals. SignatureFD has 100+ passionate professionals who manage over $6B+ and has had a client retention rate of 97% since opening its doors in 1997.* For more information and important disclosures, visit www.signaturefd.com.
*Please refer to SignatureFD’s disclosures for client retention calculations.