Valerie Leonard, Chief Executive Officer of EverThrive Financial Group, Honored in Forbes’ Best-in-State Wealth Advisors List for Fourth Consecutive Year
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.