Personal wealth planning for your future.
The Brightworth Difference is both the personal and the professional touch that has allowed us to maintain an average 98% client retention rate* since we began measuring in 2000. As our name implies, Brightworth advisors are optimistic about ensuring a bright financial future for our clients, and we take the management of their resources very seriously. The experience our clients have when working with Brightworth is what separates our firm from the rest. While we are headquartered in Atlanta, Georgia, our clients live nationwide. Here are some examples of the level of service you will experience as a member of the Brightworth community:
We Put You First
You deserve objective advice that is not driven by your advisor's compensation. As a fee-only firm, we are paid solely by our clients and therefore are free to choose investment strategies that make sense for our clients without the conflict of commission-based or proprietary products.
Accountability and Transparency
We use third-party custodians who independently report on your holdings. The Brightworth Performance Report gives you a clear picture of your investment portfolio from day one, net of all fees. We also keep a documented track record showing how Brightworth investment portfolios have performed over time.
Personal and Comprehensive Approach
You need an advisor who can integrate and monitor all the major financial aspects of your life. Our wealth advisors have deep expertise across the financial disciplines to provide ongoing advice and coordinated leadership with your other advisors.
Global Investment Solution
Investing is a means to accomplishing your goals. We listen to our clients and customize their investment strategy based on their personal objectives. Each client benefits from our extensive research and the best thinking of our experienced investment team.
Brightworth has been built to last. Our firm’s succession plan is designed for Brightworth to operate independently into the future and includes plans for multiple generations of shareholders. As such, our team is positioned to be here when you and your family need us most, whether that time is now, or later on down the road.
*See Terms & Privacy section of the website for additional disclosures.