SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more and worth as the achievement of better. At the intersection of Wealth & Worth is where we can help define what “have it all” means to you.

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Wealth - The accumulation of more | Worth - The acheivement of better diagram

Wealth - The accumulation of more | Worth - The acheivement of better diagram

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

SIGNATUREFD UNDERSTANDS THE RELATIONSHIP BETWEEN WEALTH AND WORTH.

We define wealth as the accumulation of more, and worth as the achievement of better. At the intersection of those two ideas, is where we can help define what “have it all” means to you.

SPEAK TO AN ADVISOR

The ‘Wealth – Worth’ intersecting circle logo is a trademark of SignatureFD, LLC, all rights reserved

Understanding your unique perspective and mindset is key to planning your wealth strategy and discovering the shortest path to Net Worthwhile™.

TAKE THE QUIZ

WHAT OUR CLIENTS AND COMMUNITY ARE SAYING

In March 2022, I made the decision to move all of my investments to one financial institution. It was the best decision I have ever made. Blake and the team in Atlanta have devised a comprehensive plan to not only grow my portfolio but have advised me on ways to protect it. In these times of financial uncertainty, it is imperative to have a team that is committed to my long-term financial success. They treat my money like it's their own.

Mary Beth R.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Philanthropy is a completely new journey for me and my family, with its own complexities, and Elizabeth’s advice and support has simply been invaluable. She has provided meaningful input not just to me but also to my adult children and their spouses. We all feel very fortunate to have had the benefit of Elizabeth’s expertise and passion in our efforts to give back in ways that are both fulfilling and impactful.

John L.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Managing finances was completely new to me. Throughout the craziness of life, Blake and Val have helped me navigate life-changing decisions and have enabled me to feel confident about my financial future. I couldn’t have done it without Blake, Val and the SignatureFD team.

Lynn I.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

All of us at Dilworth Center would like to thank Signature FD for its vision and generosity as investors in our scholarship fund since 2021. As sponsors of Dilworth Center’s only major fundraiser each fall, the Firm’s support helps provide financial assistance to those who reach out for help but cannot otherwise afford the cost of treatment. As financial limitations are the number one barrier to treatment, Dilworth Center is grateful for SignatureFD’s support to ensure those who desire recovery can find it at Dilworth Center’s doors. On behalf of our staff, Board of Directors, and the many patients and family members whose lives you have touched, we give thanks to all of you. The importance of our work, and YOUR SUPPORT, cannot be overstated.

Charles O., Dilworth CenterThis endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

My net worth moment came when I realized that it was OK to withdraw from my nest egg. My advisor helped me understand that all the saving that I had been doing for the last 40 years had paid off. I am able to have the lifestyle that I want, enjoy my passions and my hobbies, and remodel my home. I am more confident and worry less about my financial future.

Elizabeth W.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

I am hopeful for the future and would love a few years of a bull market environment. Even in a recession I know Signature will make good choices. I feel comfortable working with Colin Sturgis and the group there. When we have our annual meeting Colin is engaging and very knowledgeable. I hope to build our nest egg back up to over a million which is our “sweet spot” but at our age we are not hesitating to take money for the good life. An old friend asked me to go on a safari next year so I am pulling on my funds happily. Thanks for your insight. Keep up the good work.

Judy S.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

We are sincerely grateful for SignatureFD's generous support of City of Refuge. This partnership will enable us to expand our programs, create a lasting impact in the Atlanta community, and provide thousands of individuals with access to all the resources needed to get back on her feet, like Davionne. As Davionne shared, 'My first day of not being homeless anymore was so overwhelming because I didn’t have to worry about it anymore—the anxiety, the stress, being tired all the time. This place changed and transformed my life.

Edward P., City of RefugeThis endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

Madelyn's Fund is grateful to have been Signature FD's 2022 Signature Giving Partner in Charlotte, NC. As a result of the support we received, hundreds of NICU families received the vital support they desperately needed during their infants' hospitalization. Families were assisted with transportation to be at the hospital, lodging, household bills, supplies, meals, and even funeral costs for families that faced that devastating experience. Beyond that, Signature FD's employees worked together on holiday projects for NICU families, as well as volunteered at events to show their support. We are sincerely grateful for the giving efforts shown to us by Signature FD and saw firsthand the impact it made for families during that financially and emotionally stressful time. Thank you from the bottom of our hearts!

Rachel L., Madelyn's FundThis endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

Through the generous gift and volunteering, we are so grateful that SignatureFD joined Atlanta Ronald McDonald House Charities in our mission to transform pediatric healthcare access and experiences for families with ill, injured or recovering children. This year we have seen a surge in demand for our services, and because of our partners like SignatureFD, we continue to be their “home-away-from-home” allowing families to focus on what is most important – their child’s health. Thank you again to all the staff at SignatureFD for being a part of this important work.

Alissa S., Atlanta Ronald McDonald House CharitiesThis endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

Our partnership with SignatureFD this year has been so fun and beneficial for the young people we serve! They sought out creative ways to support our needs, like organizing a luggage drive so that youth can easily transport their belongings. And I don't mean that they gathered a few suitcases - they showed up with two SUVs packed with good quality luggage of all sizes. The SignatureFD team doesn't casually take on a project; they full commit and show up in spades!

L. Hall, Covenant HouseThis endorsement is from a non-client and may not be representative of all experiences. No cash or non-cash compensation was provided by SignatureFD for this endorsement.

I really do thank you guys. You guys have guided me through navigating what I would do with this sudden infusion, avoiding paying taxes, and managing cash flow going forward. Couldn’t have done it without you.

Thompson FamilyThis testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Blair has been our advisor for over 20 years. Rather than identifying one particular event, we would like to recognize Blair for listening and understanding our needs and goals. He has done an excellent job of tailoring our investments to our more conservative goals. He listens, understands, and communicates varying options to us as market fluctuations occur. We consider him not only as our advisor, but also a good friend as well. One might say this is what he is supposed to do - it is his job. We think that he has done this exceptionally well for us over 20+ years. We would like to recognize him and his team for that.

Strange FamilyThis testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Todd Sheets, Catie Hochstetler, and Elizabeth Burdette led Gordon and me on a process to crystallize our thoughts on leaving a legacy. It is not easy to give money away in a meaningful way, but they helped us sort through the noise to find the organizations that aligned with our values and would benefit from our donations to their mission. We now have a charitable giving plan to execute both during our lifetime and one which will distribute our remaining assets when we've both passed away. It is such a relief to have a clear path to support the organizations we care about. In retrospect, it seems very simple. But before our giving plan became simple, it was scattered and ill-defined. Now our giving plan is definitely worthwhile.

Potter FamilyThis testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

My Net Worthwhile moment was when I discovered how to use Qualified Charitable Distributions to make charitable donations and fulfill the Required Minimum Distribution from my Rollover IRA. The SignatureFD team helped me find a meaningful way to support causes I care about while keeping my retirement account in mind.

Larry D.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

Wade has masterfully navigated us through both good markets and bad. He is always available to our Investment Committee and staff and supports our work in the community in numerous ways.

Shari M.This testimonial is from a current client and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

AS SEEN IN

True wealth is bigger than just the accumulation of more

Our clients are looking for more than just more wealth — they want their wealth to enrich the people and things that are important to them. More meaning. More satisfaction. More of what’s worthwhile in life.

Our financial advisors want to know: Where do you see yourself in ten years? Who are the people you want to take care of? What brings you joy?

WE BELIEVE IN HELPING OUR CLIENTS ACHIEVE WEALTH BEYOND MONEY™—

FINANCIAL SECURITY
IS JUST THE FIRST STEP.

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net WorthwhileTM.

We believe pursuing Net WorthwhileTM requires a holistic approach, offering financial solutions that help you grow, protect, give and live your wealth to the fullest.

SOLUTIONS FOR REAL PEOPLE

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*SERVING CLIENTS FOR OVER 25 YEARS

ASSETS UNDER MANAGEMENT

$7+ BILLION

CLIENT
RETENTION RATE*

97%

EMPLOYEE
RETENTION RATE*

95%

CURRENTLY SERVING

1,700+ FAMILIES

Please Note: Should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.

Signature Solutions

WEALTH MANAGEMENT, EVOLVED

Our approach is different because it doesn’t start with ‘who we are’ – it starts with who you are. It turns out that ‘one-size fits all’ doesn’t actually fit anyone very well. By custom-designing a plan with your financial advisor that puts you at the center of all decisions, we believe you’ll be in the best position to grow, protect, give and live your wealth to the fullest.

SignatureEXEC

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

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SIGNATUREGENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

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SIGNATUREHEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

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SIGNATURELAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

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SIGNATUREEXEC

You take care of your company, but are you confident you are doing all you can with your executive benefits and your personal wealth to be ready for what’s next in life? Our executive advisors are here to help.

LEARN MORE

SIGNATUREGENEROSITY

Embracing a spirit of generosity is a way to live a more fulfilled, vibrant life and can trigger surprising ripple effects, transforming your life and the lives of others in ways you may never have imagined. Our generosity advisors will help you get there.

LEARN MORE

SIGNATUREHEALTH

A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time for health care professionals like you to focus on long-term financial security. Our advisors know just how to help.

LEARN MORE

SIGNATURELAW

As a successful attorney, your time is one of your most valuable assets. Every day, you must balance your professional obligations to your clients and your firm with your commitments to your family, friends, and personal interests. We have advisors equipped to help you.

LEARN MORE

SIGNATUREWOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

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SIGNATUREENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

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SIGNATUREPRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

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SIGNATUREVETERINARY

Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile™️.

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SIGNATUREWOMEN

At SignatureFD, our advisors understand that a woman’s wealth management needs are as unique as she is. In response to that, we created SignatureWOMEN, our innovative solution to helping women like you build and grow their wealth.

LEARN MORE

SIGNATUREENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy. At SignatureFD our advisors help business owners achieve and maintain independence and balance in their lives.

LEARN MORE

SIGNATUREPRO

As a professional athlete, you have seen the results when talent, hard work, and the right coaching come together. Our advisor team specializes in helping you apply the same principles you’ve used to succeed on the field to your off-the-field opportunities.

LEARN MORE

SIGNATUREVETERINARY

Combining comprehensive wealth advisory services with in depth experience advising veterinarians during various stages of the hospital ownership life cycle, we believe we are uniquely qualified to help you achieve your Net Worthwhile™️.

LEARN MORE

READY TO DISCOVER YOUR NET WORTHWHILETM?

SPEAK WITH AN ADVISOR

SOLUTIONS FOR REAL PEOPLE

Understanding your unique perspective and mindset is the key to helping you find the shortest path to Net WorthwhileTM

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

PROTECT

Focus: Protecting your family, lifestyle and property.

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. SignatureFD does not serve as an attorney or accountant.  SignatureFD does not prepare legal documents or tax returns.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by SignatureFD) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

GROW

Focus: Growing your wealth and income potential.

GROW – SERVICES

  • Asset allocation and financial portfolio design with an advisor
  • Manager due diligence, selection and monitoring
  • Objective fee-based approach using independent, 3rd-party specialist managers
  • Strategic and tactical asset allocation within broadly diversified portfolios using both active and passive solutions
  • Total return-focused and tax-managed portfolios
  • Unique exposure to alternative and private financial investments, as appropriate

PROTECT

Focus: Protecting your family, lifestyle and property.

PROTECT – SERVICES

  • Asset protection consulting
  • Trust design and implementation
  • Eldercare planning with an advisor
  • Employee benefits analysis
  • Risk management and insurance consulting:
    • Life insurance
    • Disability insurance
    • Long-term care insurance
    • Property and casualty insurance

GIVE

Focus: Helping you give to the people and causes most important to you.

GIVE – SERVICES

  • Estate and legacy planning
  • Estate and trust administration
  • Family wealth and finances counseling
  • Facilitation of family meetings
  • Special needs planning with an advisor
  • Generosity/Philanthropic plan

LIVE

Focus: Providing you financial freedom by optimizing cash flow and minimizing taxes.

LIVE – SERVICES

  • Cash flow planning with an advisor
  • Debt analysis and financial structuring
  • College/Education planning
  • Executive compensation planning
  • Retirement planning
  • Stock option analysis and planning
  • Income tax planning with an advisor

*Please Note: Limitations.  The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. SignatureFD does not serve as an attorney or accountant.  SignatureFD does not prepare legal documents or tax returns.  Please Also Note: Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by SignatureFD) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.

the latest news and insights from signaturefd financial advisors in charlotte, nc and atlanta, ga

We’re more than just your financial advisor in Charlotte, NC and Atlanta, GA. We offer ongoing education and support in all facets of life—from finances, lifestyle, business, and goal setting—to help you get from where you are to where you want to be.

Cutting Through the Noise - January 2024

Monthly Investment Webcast: Cutting Through the Noise – January 2024

| Webinars | No Comments
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful…
Family sitting at a desk with a paper receipt and calculating expenses, managing budget.

Multi-Generational Wealth Challenges: Navigating family dynamics and financial futures

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Managing multi-generational wealth can be complex in an era of rapid change and evolving family dynamics. The challenges extend beyond the mere preservation of financial assets; they encompass the delicate…

Monthly Investment Webcast: Cutting Through the Noise – December 2023

| Webinars | No Comments
In our final investment webcast for the year, Chief Investment Officer Tony Welch will provide a recap for 2023 and share his insights into the potential investment landscape for 2024.
A guide to navigating tax efficiencies for business owners

A Guide to Navigating Tax Efficiencies for Business Owners

| SignatureFD | No Comments
This comprehensive guide delves into some strategies to minimize tax liabilities, helping business owners retain more of their hard-earned capital.

Philanthropy Tools and Techniques: Donor-Advised Funds vs. Private Foundations

| SignatureGENEROSITY | No Comments
What is the difference between a donor-advised fund and a private foundation, and which one should I use for my charitable giving?
Family-Friendly Volunteer Opportunities for the Holidays

Family-Friendly Volunteer Opportunities for the Holidays

| SignatureGENEROSITY | No Comments
The holiday season is a magical time when families can come together to share warmth, love, and the spirit of giving. Whether you're reuniting with loved ones from afar, welcoming…

OUR APPROACH

It is our belief that people fall into one of four investment mindsets. Understanding their unique perspective and mindset is the key to helping our clients find the shortest path to Net Worthwhile™.

SOLUTIONS FOR REAL PEOPLE

LEARN MORE

PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We are rooted in the communities we serve and are proud to support the organizations that help our city thrive

our commitment to culture + diversity at signaturefd

PROUD TO BE
A FEMALE LED

advisory firm

58%

of our leadership
team is female

78%

minority leaders on
our leadership team

$100K

donated annually to local charitable organizations

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — helping you to make a bigger impact on the people and things most important to you.

PUT YOUR MONEY WHERE YOUR HEART IS

Ultimately, Net WorthwhileTM inspires you to think about your wealth in new ways — allowing you to make a bigger impact on the people and things most important to you.

Understanding your unique perspective and mindset is key to planning your wealth strategy and discovering the shortest path to Net Worthwhile™.

TAKE THE QUIZ

PROUD TO BE AN ACTIVE PART OF OUR COMMUNITIES

We love giving back to our local communities in Charlotte, NC and Atlanta, GA. Click the city below to learn more.