because for us, net worthwhile® isn’t just a tagline. it’s part of our dna.
The only way we can help others design lives around what matters to them is if we design our company around what matters to us. That’s why our pathways to Net Worthwhile, to GROW, PROTECT, GIVE, and LIVE, are infused in everything we do. By uniting around our mission to enrich lives with more meaning, more satisfaction, and more of what’s worthwhile in life, we build an identity that we can be proud of.
what we stand for
Our company values serve as our internal compass. With clients, our communities, and each other, we are guided by “The 6 Gs”—Greatness, Growth, Gratitude, Grace, Grit, and Generosity.
OUR VALUES
OUR VALUES
our commitment to culture + diversity
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
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
Current Awards*
- Awardee: Heather Fortner
- The Stevie® Awards for Women in Business recognizes the achievements of female individuals who have affected positive change on their companies and/or industries. Entries are reviewed and rated by no fewer than five (5) judges who have been approved as qualified by Stevie® Awards staff based on the overall quality of the entry, including the merits of the claims claimed in the entry relative to the judges’ experience and their knowledge of the participant’s industry, as well as the quality of the entry’s content itself. The entry fee was $330. The award included no associated compensation and was solely based on the metrics described. Finalists were announced on September 19, 2024, and Gold, Silver, and Bronze winners will be announced on November 8, 2024.
- Awardee: Heather Fortner
- The ThinkAdvisor Luminaries Awards recognizes firms and individuals that demonstrate exemplary leadership, groundbreaking innovation, and outstanding community impact. Candidates are evaluated by the ThinkAdvisor judging panel and editorial team and are based on quantitative and qualitative information provided in the nomination submitted, such as the number of advisors affected by the nominee and a clear description of the innovative ways the nominee has contributed to the particular program, firm, and broader community, and industry over the past 12-18 months. The award is not associated with any compensation and is solely based on the metrics described. Finalists were notified on September 30, 2024, and winners will be announced on December 11, 2024.
- The Forbes Top RIA Firms ranking recognizes advisory firms that excel in financial planning and wealth management. Firms are evaluated based on both quantitative and qualitative data that spans the previous 12-18 months, including assets under management, client retention, and growth strategies, with the analysis conducted by Forbes in partnership with Shook Research. The ranking is not associated with any compensation and is based solely on the metrics described. The 2024 rankings were announced on October 8, 2024.
- The Barron’s Top 100 RIA Firms ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. Barron’s ranks the largest registered investment advisor firms separately from its broader RIA ranking. Information is self-reported and compiled from ADV forms. Inclusion in this ranking was not associated with any compensation and is solely based on the metrics described for the 2023 calendar year. 2024 rankings were announced on September 20, 2024.
- Awardee: Heather Fortner
- The InvestmentNews Women to Watch Awards celebrate achievements that measurably advance women in all aspects of the investment industry at employers of all sizes. The Women to Watch Awards team conducts research and draws on knowledge and information gained through nominations received from individuals. Excellence awardees are shortlisted finalists in each category. Winners are Excellence Awardees forwarded to an independent judging panel comprised of mortgage and finance industry leaders and senior representatives. The award is not associated with any compensation and is solely based on the metrics described. Excellence Awardees were announced on September 9, 2024. Winners will be announced on November 6, 2024.
- The AJC’s Top Workplaces awards are based upon confidential surveys that measure the employee experience and its component themes, including employees feeling respected and supported, enabled to grow, and empowered to execute, among other metrics as reported by survey responses submitted during the period of May 6-22, 2024. AJC used Energage, an employment research and consulting firm, to conduct the survey and compile the data. The award included no associated compensation and was solely based on the metrics described. Winners were announced on August 18, 2024.
- Atlanta Business Chronicle’s list of the Atlanta area’s largest financial planning firms is compiled by ABC and its editorial staff. Firms are ranked by assets under management by Atlanta-area offices. Businesses based in the Atlanta area reported companywide assets managed. Information for local firms is self-reported or compiled from ADV forms. Firms based elsewhere provided numbers for Atlanta-area operations. Inclusion in this list was not associated with any compensation and was solely based on the metrics described for the 2023 calendar year. The 2024 list was announced on August 16, 2024.
- The 2024 Financial Advisor Magazine’s America’s Top RIAs are determined by 2023 assets under management as reported by the planning practice’s survey responses submitted on April 16, 2024, and ranked in order. The rankings included no associated compensation and were solely based on the metrics described. Winners were announced on July 15, 2024.
- The 2024 Accounting Today Top Firms are determined by 2023 assets under management as reported by the planning practice’s overall chief executive or leader and ranked in order. The rankings included no associated compensation and were solely based on the metrics described. Winners were announced on June 5, 2024.
- Awardees:
- Matt Barber
- Evan Carter
- Russ Cearley
- Doug Liptak
- Jay Loyd
- Leah Maybry
- Colin Sturgis
- JD Thacker
- James Yost
- InvestmentNews Top Advisors are selected by an independent judging panel based on an individual advisor’s assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. The receipt of this award included no associated compensation and was solely based on the metrics described. Winners were announced on January 29, 2024.
- InvestmentNews Best Places to Work Awards are determined by aggregate responses from employee satisfaction and company culture surveys conducted 11/29/23-2/23/24 and scored by Best Companies Group. Firms must have at least 15 employees and have been in business for at least one year. The receipt of this award included no associated compensation and was solely based on the metrics described. Winners were announced on February 28, 2024.
- NABR Best and Brightest Companies to Work For® identifies and honors companies that deliver exceptional human resource practices and an impressive commitment to their employees. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. The winning companies were assessed by an independent research firm, which reviewed several key measures relative to other recognized winners. The receipt of this award included a $325 fee for an overview analysis of survey responses conducted 2/1/24-3/25/24. 2024 winners were announced on April 16, 2024.
- Georgia Fast 40 recipients are selected by the Association for Corporate Growth. Eligible companies must be for-profit, headquartered in Georgia, and must provide the most recent year-end revenues ranging from $15 million to $1 billion and most recent (3) three years of verifiable revenue and employment numbers. Receipt of this award was not associated with any compensation and was solely based on the metrics described. The 2024 winners were notified on May 8, 2024.
- Worth’s Leading Advisors List is curated by Worth and its editorial staff by pooling SEC filed Registered Investment Advisors that are independent and provide financial planning services to their customers, have a minimum of $500M AUM, and a base primarily consisting of domestic high-net-worth clients. Inclusion in this list was not associated with any compensation and was solely based on the metrics described during the 2023 calendar year. The 2024 list was announced on May 13, 2024.
- Awardee: Heather Robertson-Fortner
- The Georgia Titan 100 recognizes Georgia’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion. Award applicants undergo a thorough review by an independent judging committee, which is responsible for selecting the honorees. Being a recipient of this award had no associated compensation and was solely based on the metrics described during the 2023 calendar year. SignatureFD purchased a ticket to the Georgia Titan 100 ceremony to accept the award. 2024 winners were announced on January 31, 2024.
*Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, SignatureFD did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of SignatureFD by any of its clients. Please see further information under IMPORTANT DISCLOSURES.
BE A PART OF SOMETHING BIGGER
THE 8 STEPS TO FINANCIAL READINESS
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
THE 8 STEPS TO FINANCIAL READINESS
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
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 get you from where you are to where you want to be.