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Generational Wealth Advisors Recognized as Leading Wealth Advisory Firm

By Generational Wealth Advisors

Nov 12, 2019, 07:00 et

GE Wealth Advisors Leading Firm 2019

Generational Wealth Advisors, an award-winning wealth management firm, is pleased to announce that it has been recognized as a leading wealth management firm in Dallas by D Magazine for the 9th straight year.

This prestigious award is presented to leading wealth management firms in the Dallas area on an annual basis. D Magazine surveyed every wealth advisory firm in the Dallas-Fort Worth chapter of the Financial Planning Association, the Chartered Financial Analyst Institute, and the Investments and Wealth Institute. The discovery process yielded a list of final contenders.

The finalists were selected based on a number criteria, including the requirement that firms must hold themselves out as fiduciaries for their clients. A panel of esteemed local wealth managers reviewed the final list.

Brent Everett, Founder, Chief Investment Officer and Partner of the firm stated, “Generational Wealth Advisors is proud to be recognized for the 9th year in a row as one of D Magazine’s Top Wealth Managers. Being listed as one of the leading wealth advisors in Dallas is a testament to our teams’ exceptional client service, integrity, diligence, and our focus on building enduring relationships with our clients.”

President & CEO of Generational Group, Ryan Binkley, added, “We are so very proud of our Generational Wealth Advisors team. Being recognized by your peers is a real honor and speaks volumes of the significant work we are doing in preserving and growing the financial legacy for our valued clients.”

About Generational Wealth Advisors

Generational Wealth Advisors, Generational EquityGenerational Capital Markets (member FINRA/SIPC), and DealForce are part of the Generational Group, which is headquartered in Dallas and is one of the leading M&A advisory firms in North America.

Generational Wealth Advisors is an independent Registered Investment Advisor regulated by the United States Securities and Exchange Commission. Please see important disclosure information at www.generationalwealthadv.com/disclosure-information.

With over 250 professionals located throughout North America, the companies help business owners release the wealth of their business by providing merger, acquisition, and wealth management services. Their five-step approach features exit planning education, business valuation, value enhancement strategies, M&A transactional services, and wealth management.  

The M&A Advisor named the company the 2016, 2017, and 2018 Investment Banking Firm of the Year. For more information, visit https://www.genequityco.com/ or the Generational Equity press room.

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