Wiseradvisor
Featured Business Business Profile Advertise
Atlanta Financial Advisors
GV Financial Advisors
1100 Abernathy Road, Suite 500
Atlanta, GA 30328
(770) 295-5605
Visit Website
Advisor Profile
Name: Marc Lewyn
Website: Visit Website
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

We help successful families use their wealth to create the life they desire, enhance the lives of people they care about, and establish a living legacy that represents their passions and values.

I am the co creator of our Guided Wealth Transformation Process, which helps people transform fear into confidence and focused action, transforms complexity into simplicity and confusion into clarity.

We engage our clients in a series of guided conversations that identify Dangers that keep them up at night, Opportunities that excite them that we can use our resources to help them take advantage of, and personal Strengths they have to take advantage of those opportunities.

Our firm has been named of the Top 25 Entrepreneurs in Atlanta by Catalyst Magazine (Atlanta's business magazine).
 

General Information

Gender:    Male
CRD#:    2233006
Years of Experience in Financial Services:    16
Foreign Languages Serviced:    Spanish (some)
 

Education

Academic Background
 
BA, English and Economics - University of Virginia(1980)


J.D. - University of Georgia School of Law (1986)
 

Services

Investment Types:    Stocks Mutual Funds, Bonds, Stocks, Annuities, Bond Mutual Funds, International Investments, Real Estate, Alternative Investments
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Juris Doctor, Series 6, Insurance License (Life & Health; Long Term Care; Specify below), Series 63
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
Assets Managed by Firm:    Yes
 

Compensation & Fees

Fee % Based on Assets:    .87
Additional Details on Charges:    The way that you can find an authentic financial advisor is to ask whether they will charge you a flat fee or an asset management fee.

We generally charge, for clients working with us in our Guided Wealth transformation Process, a flat fee. On an annual basis after that, we charge either an asset management fee or merely an annual fee, depending on the client's needs. We do not even have to have the assets housed at our custodian to help our clients implement even the most sophsiticated plan
 
 
 
Prepared By: Marc Lewyn
Most Recent Update: 07/23/2008