ARGI Announces Atlanta Partnership
Financial firms join forces in the Atlanta market.
Louisville, KY, September 25, 2019 --(PR.com)-- ARGI and Signature Wealth Management Group (SWMG) are pleased to announce a joint venture agreement, offering expanded financial services for the greater Atlanta region.
ARGI, a Louisville-based personal and business financial advisory firm, was established in 1995 with one mission: improve lives with every relationship*. By embracing a holistic approach to financial advisory services, ARGI utilizes a team of advisors, consultants, and employees to service the individual needs of each client. This collaborative work environment and dedication to client experience has allowed the firm to grow to 200 employees across 10 regional locations.
While ARGI’s headquarters provides a variety of financial services, the firm acknowledged the need to provide Atlanta area clients with a local resource.
Managing partners of SWMG, Scott Bishop, CFP® and Jim Sims, CFP®, have been providing the Atlanta region a conservative and client-centered approach to investing since 2008.
“While we have served our Atlanta-area clients for many years, providing them with a local home base has been a priority of ours for some time now,” added Joe Reeves, CFP®, and CEO of ARGI. “Knowing this is new ground for our firm, we wanted to be strategic in finding the right opportunity to grow in this market. We met Jim and Scott about a year ago, and were immediately impressed by the organization they have built. After spending some time learning more about SWMG, we uncovered the possibility of a great future together. This partnership allows us to collaborate with a successful firm that we believe understands the intricacies of the Atlanta market, all while providing our clients with additional support and convenience.”
“We are very excited about our partnership with ARGI in that it brings us capabilities that would be difficult to replicate for a firm of our size. Whether it be tax preparation, estate plan reviews, business services, corporate benefits advice or access to a 401(k) platform, the broad range of services that ARGI offers through their affiliates will only enhance our strengths in goal-based financial planning and personalized client relationships*,” said Sims.
“Atlanta is a hub for many major corporations, several of which we have clients from,” said Neil Quinlan, CFP®, and President of ARGI. “ARGI has grown much of our business by helping corporate executives take full advantage of their company-provided benefits, and incorporate those benefits into a comprehensive financial plan. We’ve discovered that SWMG has utilized a similar mindset to comprehensive financial planning. These two key components are just some of the reasons Atlanta is a perfect home for ARGI to grow and become a solid financial resource for the area.”
Please join the Open House
Wednesday, October 2, 2019 | 4PM-8PM
3625 Cumberland Blvd, Suite 1485
Atlanta, GA 30339
About Signature Wealth Management Group
Signature Wealth Management Group (SWMG) is focused on providing comprehensive financial planning and active investment management services to families, business professionals, corporate executives, physicians and medical professionals of the greater Atlanta region.
As investment advisor representatives of a Registered Investment Advisor, SWMG employees serve clients in a fiduciary relationship. With decades of industry experience, Managing Partners Scott Bishop, CFP® and Jim Sims, CFP®, along with their team, have built a firm founded on providing independent and objective financial advice.
About ARGI
Over the past two decades, ARGI has grown to ten offices in five states**. They’ve made the Inc. 5000 list of Fastest Growing Private Companies in America for nine consecutive years (2009-2018)*, were named the 2016 Business First Company of the Year – Medium Category, one of the country’s 101 Best and Brightest Places to Work For*, and most recently named one of Kentucky’s Best Places to Work for the seventh consecutive year.*
ARGI has provided personal and business financial services to corporate executives, business and practice owners, and their families for over 20 years**. ARGI’s team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, a Registered Investment Advisor; tax planning through ARGI CPA and Tax Advisors; insurance solutions through Advisor Insurance Solutions; and business services through ARGI Business Services, all of which are divisions of ARGI Financial Group.
*Best Companies Group and Best Places to Work, based on employer and employee surveys; *Inc. 5000 based on three-year revenue growth; *101 Best and Brightest based on employer and employee surveys; *paid application to participate. None of our awards are indicative of investment performance in any way.
**RDB Inc. was formed in 1995 and later changed to Advisors Resource Group Inc. In 2003, the name was amended to ARGI Financial Group to better reflect the services offered to our clients. ARGI Investment Services was registered as an Investment Advisor in 2010.
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.
ARGI, a Louisville-based personal and business financial advisory firm, was established in 1995 with one mission: improve lives with every relationship*. By embracing a holistic approach to financial advisory services, ARGI utilizes a team of advisors, consultants, and employees to service the individual needs of each client. This collaborative work environment and dedication to client experience has allowed the firm to grow to 200 employees across 10 regional locations.
While ARGI’s headquarters provides a variety of financial services, the firm acknowledged the need to provide Atlanta area clients with a local resource.
Managing partners of SWMG, Scott Bishop, CFP® and Jim Sims, CFP®, have been providing the Atlanta region a conservative and client-centered approach to investing since 2008.
“While we have served our Atlanta-area clients for many years, providing them with a local home base has been a priority of ours for some time now,” added Joe Reeves, CFP®, and CEO of ARGI. “Knowing this is new ground for our firm, we wanted to be strategic in finding the right opportunity to grow in this market. We met Jim and Scott about a year ago, and were immediately impressed by the organization they have built. After spending some time learning more about SWMG, we uncovered the possibility of a great future together. This partnership allows us to collaborate with a successful firm that we believe understands the intricacies of the Atlanta market, all while providing our clients with additional support and convenience.”
“We are very excited about our partnership with ARGI in that it brings us capabilities that would be difficult to replicate for a firm of our size. Whether it be tax preparation, estate plan reviews, business services, corporate benefits advice or access to a 401(k) platform, the broad range of services that ARGI offers through their affiliates will only enhance our strengths in goal-based financial planning and personalized client relationships*,” said Sims.
“Atlanta is a hub for many major corporations, several of which we have clients from,” said Neil Quinlan, CFP®, and President of ARGI. “ARGI has grown much of our business by helping corporate executives take full advantage of their company-provided benefits, and incorporate those benefits into a comprehensive financial plan. We’ve discovered that SWMG has utilized a similar mindset to comprehensive financial planning. These two key components are just some of the reasons Atlanta is a perfect home for ARGI to grow and become a solid financial resource for the area.”
Please join the Open House
Wednesday, October 2, 2019 | 4PM-8PM
3625 Cumberland Blvd, Suite 1485
Atlanta, GA 30339
About Signature Wealth Management Group
Signature Wealth Management Group (SWMG) is focused on providing comprehensive financial planning and active investment management services to families, business professionals, corporate executives, physicians and medical professionals of the greater Atlanta region.
As investment advisor representatives of a Registered Investment Advisor, SWMG employees serve clients in a fiduciary relationship. With decades of industry experience, Managing Partners Scott Bishop, CFP® and Jim Sims, CFP®, along with their team, have built a firm founded on providing independent and objective financial advice.
About ARGI
Over the past two decades, ARGI has grown to ten offices in five states**. They’ve made the Inc. 5000 list of Fastest Growing Private Companies in America for nine consecutive years (2009-2018)*, were named the 2016 Business First Company of the Year – Medium Category, one of the country’s 101 Best and Brightest Places to Work For*, and most recently named one of Kentucky’s Best Places to Work for the seventh consecutive year.*
ARGI has provided personal and business financial services to corporate executives, business and practice owners, and their families for over 20 years**. ARGI’s team of dedicated consultants provides comprehensive financial planning and investment management through ARGI Investment Services, a Registered Investment Advisor; tax planning through ARGI CPA and Tax Advisors; insurance solutions through Advisor Insurance Solutions; and business services through ARGI Business Services, all of which are divisions of ARGI Financial Group.
*Best Companies Group and Best Places to Work, based on employer and employee surveys; *Inc. 5000 based on three-year revenue growth; *101 Best and Brightest based on employer and employee surveys; *paid application to participate. None of our awards are indicative of investment performance in any way.
**RDB Inc. was formed in 1995 and later changed to Advisors Resource Group Inc. In 2003, the name was amended to ARGI Financial Group to better reflect the services offered to our clients. ARGI Investment Services was registered as an Investment Advisor in 2010.
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, SCA CPAs & Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group.
Contact
ARGI
Emily Trujillo
502-753-0609
www.argi.net
Emily Trujillo
502-753-0609
www.argi.net
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