Culture

 History

The Brightworth story

Independent and objective advice delivered with excellence, and a conviction that our interests are the same as the interests of our clients. This was the vision that led first-generation partners Dave Polstra, Chris Dardaman, Alan Gotthardt and Ray Padrón to leave the CPA industry and build what is now Brightworth.  

Our story started with Dave Polstra who, over 35 years ago, left his job at a large, national accounting firm to focus on providing independent, objective advice, applying multiple financial disciplines to help wealthy individuals meet their personal and financial goals. Since that start, the firm has evolved from the four initial partners to 17 partners, 11 of whom have been employed with us for at least a decade.

Today, Brightworth helps over 1,200 individuals and families across the US build, preserve, and be generous with their wealth, letting them spend more time on the things that truly matter to them. From the beginning, we built our firm to align our interests with those of our clients, so that we are always on the same side of the table with those we serve.

A critical way in which we accomplish that is by being fee-only, selling no proprietary products and refusing to let compensation influence the guidance we provide to our clients. We are a team of over 50 professionals in Atlanta and Charlotte who are dedicated to providing independent and objective advice, taking care of our clients in the same manner we would want our own parents taken care of. By providing outstanding depth of expertise with a uniquely personal approach, we continue to create lasting relationships with clients to help build their financial future with confidence.

 

Brightworth at a glance*:

Date founded: 1997

Assets under management: $3 billion

Number of clients: Approximately 1,200

Managing Partner: Ray Padrón

Number of employees: 52

Number of partners: 17

Offices: Brightworth is located in Atlanta, and McGill Advisors, a division of Brightworth, is in Charlotte

 

*As of 9/30/17


Inside Brightworth: Halloween

While we take our responsibilites seriously, some of us have a competitive streak that came out for our annual Halloween costume contest.

For the 1st Annual Halloween costume contest…. Hunter Brooks and Elizabeth Jackson won as Vincent Vega and Mia Wallace from Pulp Fiction.

We also had a chili cookoff, with 1st place going to the smoked brisket chili of Mike DeWitt, and 2nd place awarded to Michelle Ramos' turkey chili with cilantro topping.

Bowling

 

Inside Brightworth: Bowling day

On August 25th, the Brightworth Atlanta office went bowling. If one thing was proved, it’s that we are better at giving financial counsel than we are at knocking ten pins over!

Bowling

 

Office relocation

Our Atlanta office has moved! We’re very pleased to announce that as of July 31st, 2017, Brightworth is in the 3344 Building, just up the street from our previous location. Here, we have greater capacity to expand, access to The Buckhead Club, and convenient valet parking services for our guests. Our new address is:

3344 Peachtree Road, NE
Suite 2000
Atlanta, GA 30326

(Click to see our new location in Google Maps)

Our phone number, website, and email addresses are unchanged. We’re looking forward to seeing you at our new location.

New_office

 

Brightworth adds McGill Advisors

On July 1, 2017 we announced that McGill Advisors, Inc., a Charlotte-based investment advisory firm with deep expertise servicing the Dental Industry, became a division of Brightworth. The transaction nearly doubled our number of clients and assets under management while expanding our footprint outside of Atlanta. You can read the full press release and frequently asked questions here, and visit the McGill Advisors website here.

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