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Integrating MBA, CPA, CFP®
Comprehensive Financial Services
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Steeped in U.S. Marine Corps veteran traditions of honor, courage and commitment |
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Top MBA/CPA/CFP® credentials; widely recognized most trusted financial advisors(1) |
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Fierce dedication to maximum advocacy of client needs and just doing the right thing |
Uncompromising commitments to making a positive difference in peoples’ lives and advocating for their needs are among the core values held by Don Akridge, as well as the highest caliber in skills, ethics and quality commitments. Superior results of his advocacy include achieving the passing of a retirement protection law in Georgia in 2006.
His distinctive value proposition is based on the foundational superiority in which comprehensive wealth management and investment services are fully integrated with the modern, full-service CPA firm. In particular, this model fully takes advantage of the essential incorporation of expert tax and other areas into all aspects of financial planning and investment management. Further, there is the unparalleled level of trust that clients have in the CPA and the depth of the CPA’s knowledge of clients’ matters.
Don’s strategic MBA, CPA, CFP® positioning in non-Wall Street wealth management provides superior reliability, skills, creativity and ethics!
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Areas of Focus
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Map
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Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
(1) Financial Advisor magazine - January 2006.
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 68,500 consumers) and registered financial services representatives (over 7,500 financial services professionals) to evaluate the approximately 21,000 wealth managers in the Atlanta area (includes the cities of Barton, Carroll, Cherokee, Clarke, Clayton, Cobb, Coweta, Dekalb, Douglas, Fayette, Floyd, Forsyth, Fulton, Gwinnett, Hall, Henry, Jackson, Newton, and Rockdale; and Walton county in the state of Georgia). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Atlanta area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Atlanta magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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