PALATINE, IL, August 25, 2010 (Press-News.org) For the second consecutive year, Guidant Wealth Advisors, a provider of financial advisory services to the communities of Northern Illinois, has been named a top provider of wealth management services by two leading financial services industry publications. Wealth Manager listed Guidant Wealth Advisors as one of the nation's top 500 wealth managers and Financial Advisor listed the firm in its top Registered Investment Advisor (RIA) ranking, both based on 2009 year-end assets under management.
"Henry Ford said it best when he stated, 'You can't build a reputation on what you are going to do.' Each day we strive to do our best by our clients. They look to us for guidance, and we help them reach their financial goals. It's as simple as that," states Frank Patzke, President of Guidant Wealth Advisors.
These are the firms Wealth Manager Magazine's survey partner, Fusion Advisor Network President Philip Palaveev, describes as "the ones every RIA wants to be when they grow up."
Financial Advisor published it's fifth annual ranking of independent advisory firms that offer financial planning and related services in its July issue. The magazine's goal is to identify the largest independent advisory firms in the country and to spotlight the characteristics and practices that have made them successful.
Independent advisor and consultant Frank Patzke, CFP , founded Guidant Wealth Advisors in 1993 under the name FP Financial Services. For 17 years Guidant has specialized in advising retirees and the "suddenly single." In fact, more than half of their clients are single, widowed or divorced. Through their investment counsel and retirement workshops, innumerable individuals have benefited from Guidant's expertise and ability to simplify the often-confusing concepts of personal finance.
Based in Palatine, Ill, the Registered Investment Advisory firm is comprised of seven professionals who serve over 260 clients. As of July 2010, the firm had $132 million in assets under management.
For more information, visit www.guidantwealth.com.
Guidant Wealth Advisors Recognized by Leading Financial Advice Industry Media as Top Wealth Management Firm
Local independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.
2010-08-25
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[Press-News.org] Guidant Wealth Advisors Recognized by Leading Financial Advice Industry Media as Top Wealth Management FirmLocal independent advisory firm achieves distinction in recent surveys in Wealth Manager, Financial Advisor magazines, second year running.