SignatureFD

At SignatureFD, we believe that financial empowerment is for everyone. Our commitment to helping build financially confident and healthy families is what motivates us every day.   This year, we’re proud to sponsor the Haitian American Lawyers Association of Georgia (HALAGA) Law Day, an inspiring event that provides financial and legal resources to the local community.   Our very own wealth advisor, Isobo Amaso, CFP®, CTS™, will be leading a session on financial empowerment, sharing practical tools to help you grow, protect, and give wealth in service of what matters most to you.   We’re honored to be a part of this important mission and to support initiatives like this that strengthen our communities.   The event will take place on Saturday, October 18th and is open to the public. If you’re interested in attending, please register here: https://lnkd.in/esQdncU7   #FinancialEmpowerment #CommunityImpact #WealthManagement 

We’re proud to share that SignatureFD has officially surpassed $10 billion in assets managed or reported - a defining moment in our nearly three decades of serving clients.     This milestone reflects the trust of our clients, the dedication of our team, and the power of our purpose: helping people transform their net worth into Net Worthwhile®.    As we celebrate Heather Robertson Fortner’s five years as CEO this month, we’re grateful for the growth we’ve achieved together – doubling our assets, expanding across the Southeast, and building a culture where care, well-being, and impact remain at the center.     Here’s to what $10 billion makes possible: more meaningful lives, more resilient communities, and more Net Worthwhile for all.     Read more about our momentum and vision linked in the comments below.     #NetWorthwhile #WealthManagement #SignatureFD #InvestingWithPurpose #Atlanta #Advisors #Hiring #FinancialPlanning #Purpose

With the U.S. government shutdown currently underway, critical macroeconomic data - including today’s September Job’s Report, which wasn’t released - is being interrupted. These indicators are essential guidance for the Federal Reserve, which uses these data points to gauge the strength of the economy and inform their interest rate decisions. The absence of this data adds yet another layer of uncertainty to an unpredictable macro environment. On October 15, join us at our Atlanta offices for our next Pillar Talks event: The Macro and the Meaning. Tim Maurer, Chief Advisory Officer, and Anthony Welch, CFA, CFP®, CMT, Chief Investment Officer, will lead an open dialogue on today’s shifting landscape, and why an intentional strategy built on in-depth scenario planning can be critical to navigating a foggy economic outlook. We’ll also explore how aligning your financial behaviors with your values - through our Grow, Protect, Give, and Live framework - can help ensure you’re maximizing the full potential of your wealth. Register here: https://lnkd.in/en7Pp3AJ #PillarTalks #SignatureFD #FinancialPlanning #InvestingWithPurpose #AtlantaEvents #CommunityAndConnection #WealthManagement

We believe effective financial planning is never one-size-fits-all. Your ambitions, values, and goals are unique – and your financial plan should reflect that. For attorneys and law professionals, the journey to building and protecting wealth often comes with a unique set of challenges. Through SignatureLAW, we help clients in the legal profession navigate their financial timeline and activate their wealth in service of what matters most to them. In our latest blog, we explore the common pitfalls that law professionals often face in financial planning, including: ·      Delaying wealth design until later in their career ·      Inadequate asset protection ·      Overconcentration on human capital ·      Insufficient focus on tax planning ·      Lack of transition and legacy strategy Read the full article, linked below in the comments. #WealthPlanning #FinancialPlanning #LawProfessionals #Attorneys #NetWorthwhile #Lawyer

Our last Pillar Talks event was such a success that we’re excited to host another session next month, focused on: The Macro and the Meaning.   Join us on Wednesday, October 15 in Atlanta for another evening of expert financial insight, connection, and inspiration.   Our Chief Advisory Officer Tim Maurer and Chief Investment Officer Anthony Welch, CFA, CFP®, CMT will host a conversation exploring how economic uncertainty can be a catalyst for intentional action.   Together, they'll unpack the current macroeconomic landscape and share how aligning financial behaviors with personal values may help you get the most out of your wealth.   Details: 🔷      Wednesday, October 15 at 6pm ET 🔷      SignatureFD, 1230 Peachtree St. NE, Atlanta, GA We look forward to welcoming you! Spots are limited, so reserve your seat here: https://lnkd.in/en7Pp3AJ #PillarTalks #SignatureFD #FinancialPlanning #InvestingWithPurpose #AtlantaEvents #CommunityAndConnection #WealthManagement

Calling all financial planners seeking to make a positive impact through intentional, values-driven wealth management! SignatureFD is seeking a Planning Associate (Level 1) to join our growing team in Atlanta. If you’re looking for a collaborative environment where you can help families, executives, entrepreneurs, and more build meaningful financial plans, this might be the opportunity for you. As part of the SignatureFD team, you’ll work closely alongside our advisors to devise holistic financial plans that help our clients make the most of their wealth. Candidates must have or be actively working toward a CFP® or CPA certification. Apply here: https://lnkd.in/eVifEYbm For more information on career opportunities with SignatureFD, visit: https://lnkd.in/euvr7e7Q #Hiring #Team #FinancialPlanning #NewRole

Don’t miss it! Join us next week for Mahjong & the Markets on September 16. Heather Robertson Fortner, CEO, and Anthony Welch, CFA, CFP®, CMT, CIO, will talk through today’s markets, long-term strategies, and ways to stay grounded. Then we will dive into a guided game of Mahjong. Light bites, conversation, community, and a little competition! Bring a friend, all skill levels welcome. Register now: https://lnkd.in/evEjtkFF #Atlanta #Community #Markets #FinancialPlanning #WealthManagement #AtlantaEvents

Join us for Pillar Talks: Mahjong & the Markets on Tuesday, September 16 in Atlanta! Hosted by SignatureFD CEO & Chair, Heather Robertson Fortner, and Chief Investment Officer, Anthony Welch, CFA, CFP®, CMT, this event brings together financial insights and the fun of community, conversation, and play. What to expect: 💠 Market outlook + strategies for navigating uncertainty 💠 A guided Mahjong lesson and gameplay (all skill levels welcome!) 💠 Light bites and lively conversation with peers Details: 💠 Tuesday, September 16 at 5:30pm ET 💠  SignatureFD, 1230 Peachtree St. NE, Atlanta, GA Reserve your spot here: https://lnkd.in/evEjtkFF Seats are limited – we look forward to welcoming you! #PillarTalks #SignatureFD #FinancialPlanning #InvestingWithPurpose #AtlantaEvents #CommunityAndConnection #WealthManagement

Financial advisors guide clients through some of the most emotionally charged and difficult financial moments of their lives. But who’s looking after the advisors? The saying ‘Put your life vest on first’ extends to many life scenarios, including financial advisory. We can’t support our clients if we don’t support our teams too. In her latest article for InvestmentNews, our CEO Heather Robertson Fortner shares her perspective on why advisor well-being is not a perk, but a performance imperative. From scheduling proactive check-ins and skill-building sessions to fostering a culture of care and trust, Heather shares how firms can better support their advisors in difficult market cycles. #AdvisorSupport #Leadership #FinancialPlanning #WealthManagement #AdvisorWellbeing #MarketVolatility

Does your financial plan reflect your goals, priorities, and values? Life moves fast, and when it comes to your finances, it’s often easy to go on autopilot. But building a strong financial plan means checking in regularly and recalibrating as your life changes. Career moves, market swings, and changing family dynamics all create new opportunities for reflection and reassessment. In her latest article for Kiplinger, our Chief Planning Officer Jennifer Stephenson shares five powerful ways to realign your finances with a mid-year check-in. She offers insights on rebalancing your investments, tax planning, and revisiting your estate documents – plus one outside-the-box idea to better align your wealth with your purpose. Article linked in the comments. #FinancialPlanning #WealthManagement #RetirementPlanning #FinancialCheck-In #TaxPlanning