We are pleased to share that Generational Wealth Advisors (GWA), a member of Generational Group (Generational), is named a D Magazine Top Wealth Manager for a 12th year. Two of our firm’s financial planners have also been recognized: Stephen Hart, CFP®, VP of Planning and Investments, and Sarah Crowe, CFP®, Senior Advisor, were both selected as Best Financial Planners. The firm is currently named in D Magazine’s November 2022 issue.
D Magazine’s award is presented annually to leading wealth management firms in the Dallas-Fort Worth area. The finalists are selected based on several criteria, which include firms holding themselves to a fiduciary duty to their clients. A panel of esteemed local wealth managers reviewed the final list.
Hart and Crowe were two of the 91 financial planners chosen out of a group of 278 individuals nominated. Certified Financial Planners in the Dallas-Fort Worth area were asked to vote online for the Best Financial Planner award and name peers both inside and outside their firms. A total of 783 votes were cast.
The GWA team has special expertise in working with business owners interested in exiting their companies, making sure to preserve and grow the capital from the sale to maximize the benefits from the clients’ years of hard work. GWA helps assure these business owners are ready with a strategic wealth plan to support their financial goals. Pre-exit planning includes a comprehensive financial plan as well as a review for tax efficiency and tax-reduction vehicles that enable clients to maximize their after-tax proceeds.
“I am proud of our team for being honored in the 2022 D Magazine awards,” said Brent Everett, Founder and CIO, Generational Wealth Advisors. “The recognition is both a testament to the commitment to our clients and the team’s expertise in working with business owners. Consistent performance is the key to building trust, and trust is essential in our profession.”
Ryan Binkley, President and CEO of Generational Group added, “We are all extremely pleased that our GWA team has once again been recognized as a leading wealth advisory firm by D Magazine. Being awarded for the 12th time makes this especially gratifying, and it speaks volumes about the collective skills of our team. I applaud Brent and his entire group, including Stephen and Sarah for their individual awards.”
For more information regarding GWA, please contact Gina Aldaz at [email protected].
Top Wealth Managers:
We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client-retention rate over the last two years; and no current disciplinary actions. Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 6, 2022). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 54 that applied, 40 firms and teams were selected.
Best Financial Planners:
D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 783 votes were cast, and 278 individuals were nominated. Of these, 91 were selected.
Carl Doerksen is the Director of Corporate Development at Generational Equity.
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