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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.

EverThrive Financial Group Named Top DC Advisor Team by NAPA for Fifth Consecutive Year

Birmingham, Alabama (April 11, 2022) – 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) 2021 Top DC Advisor Teams list with Assets under Advisement of $100 million. This is the fifth consecutive year EverThrive Financial Group, formerly Grinkmeyer Leonard Financial, has been featured on the list and is one of only three firms in Alabama to be recognized.

“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, 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. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system. As the nation’s leading voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

This year’s list features a record number of teams – which oversee nearly $2 trillion in defined contribution plan assets belonging to more than 56,000 plans covering nearly 28 million participants. Valerie Leonard, Chief Executive Officer of EverThrive Financial Group, remarked, “Our team is well-positioned to partner with plan sponsors to help relieve their uncertainty around managing their 401(k) plan and give them confidence that their plan and their people can thrive. We are grateful to be recognized by NAPA for the important work we do for our valued clients.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the spring issue of NAPA Net and is available online at https://bit.ly/2021DCteams.

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.

The 2021 National Association of Plan Advisors (NAPA) Top DC Advisor Firms List is a compilation of advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement (AUA). Data was collected by a NAPA survey sent out to firms/teams and are self-reported as of December 31, 2021. All NAPA members who responded with over $100 million in AUA made the list. This year, 333 advisor firms/teams are listed. This recognition is not indicative of the future performance of the firm or its advisors. For more information, please visit: www.napa-net.org.

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