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EverThrive Financial Group Named Top DC Advisor Team by NAPA for the Sixth Consecutive Year
Birmingham, Alabama (March 21, 2023) –EverThrive Financial Group, a financial advisory services firm in Birmingham, Alabama, is thrilled to announce that it has been named to the National Association of Plan Advisors (NAPA) 2022 Top DC Advisor Teams list with Assets under Advisement over $100 million. EverThrive Financial, one of only four firms in Alabama to be recognized, has been featured on the list since 2018.
The list, featured on napa-net.org and in the spring issue of NAPA Net the Magazine, highlights the nation’s leading retirement plan advisor firms, which despite the market turmoil in 2022, “continue to guide nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering more than 23 million participants.” These advisory teams are having a “huge impact every single day, not only on the quality of retirement plan advice, but in building a more financially secure retirement for millions of Americans.”
“We are thrilled to be recognized as a top 401(k) advisory team,” Valerie Leonard, Chief Executive Officer of EverThrive Financial Group, remarked. “This honor reflects our team’s unwavering commitment to providing our clients the highest level of expertise and service when it comes to retirement planning. We are proud to be a part of a community of professionals who share our passion for helping individuals and businesses achieve their financial goals and make informed decisions.”
About EverThrive Financial Group
EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been providing individuals and organizations with financial guidance since 2007. The firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit www.everthrivefinancial.com.
About the National Association of Plan Advisors
The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.
2022 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 362 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 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 2023
Birmingham, Alabama (February 9, 2023) – 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 2023. The list, published on forbes.com, features women “collectively managing assets of nearly $2.3 trillion.”
“In a market and economic environment that requires a strategic, active, and thoughtful risk-managed investment process, I am honored to offer discretionary investment management to our valued clients as they pursue their financial goals,” Valerie remarked.
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 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.
About EverThrive Financial Group
EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been providing individuals and organizations with financial guidance since 2007. The firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services.
2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2023 based on data gathered from 09.30.21 to 09.30.22. 22,106 advisors were considered, 1,697 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, Chief Executive Officer of EverThrive Financial Group, Honored in Forbes' Best-in-State Wealth Advisors List for Fourth Consecutive Year
Birmingham, Alabama (April 25, 2022) – 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’ Best-in-State Wealth Advisors list for 2022. This is the fourth consecutive year that Valerie has received this honor. The list, published on forbes.com, features advisors who “have a proven record of guiding their clients through volatile markets.”
Valerie has long aspired to be the best financial advisor she could possibly be. When asked about this honor she commented, “When my grandfather took me to investment strategy seminars in middle school, he likely never realized the impact he would have on my career as a financial advisor. It’s a joy to offer fiduciary investment management and financial advice to Alabama families and businesses and he would be proud to know I’m being recognized for helping people invest smarter and make confident financial decisions.”
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 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.
About EverThrive Financial Group
EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been providing individuals and organizations with financial guidance since 2007. The firm prides itself on offering clients independent, customized service solutions including full-service investment management, financial planning advice, and 401(k) services. For more information, please visit www.everthrivefinancial.com.
The 2022 ranking of the Forbes’ Best–in–State Wealth Advisors* list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 19,640 advisors were considered, and 6,500 (approximately 33 percent of candidates) were recognized. The full methodology** that Forbes developed in partnership with SHOOK Research is available at www.forbes.com. * This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. ** Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.