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Valerie Leonard Named Best-in-State Wealth Advisor by Forbes for 2024

Birmingham, Alabama EverThrive Financial Group®, a financial advisory services firm in Birmingham, Alabama, is excited to announce that the firm’s Chief Executive Officer, Valerie Leonard, has been named a Best-in-State Wealth Advisor by Forbes for 2024. This is the fifth time Valerie has been featured on this list.

“Being named a Best-in-State Wealth Advisor in Alabama is more than just a recognition - it's a testament to the relationships we've built with clients,” said Valerie. “From guiding families through life's milestones to helping individuals pursue their dreams, our commitment extends far beyond numbers. For our team, it's about helping every person we work with thrive in every season and area of life."

The list, published on forbes.com, features advisors who collectively oversee $13.5 trillion in client assets. Valeire’s client-first approach has long distinguished her from her peers and earned her numerous recognitions nationwide. In her practice, she focuses on helping her clients achieve their goals with personalized guidance and steadfast support.

2024 Forbes Best-in-State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

EverThrive Financial Group®, Named as Top DC Advisor Team by the National Association of Plan Advisors for 2024

Birmingham, Alabama (April 1, 2024)EverThrive Financial Group®, is thrilled to announce that it has been named to the National Association of Plan Advisors’ (NAPA) 2024 list of the nation’s Top Defined Contribution (DC) Advisor Teams with Assets under Advisement of $100 million. EverThrive Financial Group® has been featured since the inaugural list was published in 2017.

“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”

“Our team is honored to be recognized for the significant impact our work has on America’s workforce,” remarked Valerie Leonard, Chief Executive Officer of EverThrive Financial Group®. “Guiding individuals towards financial security and empowering them to retire with confidence is not just a responsibility; it’s a privilege that drives our team each day. We are grateful to work with compassionate employers who strive to set their people up for retirement success.”

This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/napa-top-dc-advisor-teams-2024.

2024 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2024 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 452 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.

Valerie Leonard, Chief Executive Officer of EverThrive Financial Group®, Honored in Forbes' Top Women Best-in-State Wealth Advisors List for the Second Consecutive Year

Birmingham, Alabama (February 19, 2024)EverThrive Financial Group®, a financial advisory services firm in Birmingham, Alabama, is proud to announce that its Founder and Chief Executive Officer, Valerie Leonard, AIF®, CPFA™, has been named to the Forbes’ Top Women Best-in-State Wealth Advisors list for 2024. This is the second consecutive year Valerie has received this award. The list, published on forbes.com, features women managing cumulative assets of over $2.8 trillion.

“As a female in the investment world, this recognition is a powerful affirmation for women everywhere that it is possible to break down barriers and shatter glass ceilings,” Valerie said when asked about the award. “Female advisors across the nation are bringing immense value to their clients, and I hope this achievement will serve as a reminder to future generations that women can and should pursue careers in finance.”

Valerie has been a dedicated leader in the financial industry and retirement community for almost two decades, garnering numerous recognitions nationwide. Her mission is straightforward: to empower individuals to achieve their utmost potential by optimizing their financial resources, fostering meaningful relationships, and managing their time wisely. Valerie's client-centric approach sets her apart, helping her clients achieve their goals with personalized guidance and unwavering support.

2024 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023.  23,245 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

Valerie Leonard Named Investopedia 100 Top Financial Advisors of 2023

Birmingham, Alabama (July 17, 2023) – EverThrive Financial Group® is proud to announce that its Founder and Chief Executive Officer, Valerie Leonard, AIF®, CPFA™, has been named an Investopedia 100 Top Financial Advisors of 2023. This award “celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management” and spotlights the country’s “most engaged, influential, and educational advisors.” Valerie is the only advisor in Alabama to receive this honor.

When asked about this achievement, Valerie said, “With so many Americans living paycheck-to-paycheck, I believe it is critical for EverThrive’s advisory team to use our influence and experience to advocate for the tools and resources people need to build a solid financial future. It’s an honor to be recognized for our firm’s efforts to do just that, so that we can better help people save, invest, and retire with confidence.”

Valerie's commitment as a leader in the financial industry and retirement community has earned her numerous recognitions throughout the United States. With nearly two decades of experience, she works with businesses who sponsor 401(k) plans to help educate employees by providing sensible education, financial advice, and retirement readiness initiatives. She also works with individual clients to empower them to maximize their money, time, and relationships by helping them to invest smarter, make confident financial decisions, and retire with options. Her client-first approach has long differentiated her from her peers and has helped her clients work toward reaching and exceeding their goals.

2023 Investopedia Top 100 Financial Advisors, created by Investopedia. Presented in July 2023, based on data gathered in 2023. An undisclosed number of advisors were considered, and 100 were recognized. Advisors do not pay a fee to be considered or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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