Sard Wealth Blog

Sard Wealth Management 20th Anniversary and Recognition

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We would like to share some recent news with you!

Anniversary Year

Announcing Sard Wealth Management’s 20th year in business!  We are pleased to celebrate this achievement with our clients, many of whom have worked with Sard Wealth since the beginning. With at least another 20 years to go, we will continue to build and strengthen life-long relationships with our clients.  Throughout the years, we have built Sard Wealth with one goal in mind – to help clients achieve financial peace of mind.

Recognition for Sard Wealth

Sard Wealth Management Group, LLC was recently recognized by two different organizations.

Sard Wealth was recognized for the fourth year in a row as one of the nation’s top wealth management firms by Financial Advisor Magazine1 and also as a Five Star Wealth Advisor2 by Atlanta Magazine.

We are honored to be recognized by these organizations and we especially want to thank all our clients for their ongoing trust and confidence.

Giving Back to the Community

Throughout the year, Sard Wealth Management Group has taken several opportunities to benefit the local community.  We would like to share some of these with our client family!

Most recently, Jonathan volunteered to teach a Financial Planning course for the Senior University atMercerUniversity during the fall quarter.  The course is 8 weeks long and will include sessions on the key areas of financial planning, as well as social security and identity theft. SeniorUniversity is in its thirty-first year, providing continuing education for over 300 senior citizens.  All programs offered bySeniorUniversity are provided on a pro bono basis by the instructors.

In April, Jonathan provided free workshops at the Sandy Springsbranch of the Fulton County Library in observation of the national Money Smart Week® initiative.  The two workshops, “Retirement Made Easy” and “How to Protect Your Retirement from the IRS”, were aimed at helping attendees understand key issues for a secure retirement and how to avoid common mistakes with retirement plans and IRAs.

In the spirit of community, and especially as we celebrate Sard Wealth’s 20th year in business, we are pleased that our expertise can be shared with events such as these!


1   Financial Advisor Magazine’s TOP RIA list includes registered investment advisory firms that provide financial planning and related services to individual clients.  All firms must be either independently owned or be a freestanding subsidiary of another business. Firms are ranked by total assets under management.  Sard Wealth Management Group, LLC ranked 4th in our size category.  513 firms were included on the Top RIA list for 2012.  This is a voluntary survey and thus may not accurately represent the entire universe of advisors (e.g. those who chose not to participate).

2    The FIVE STAR Wealth ManagerSM Award is based on client surveys, peer reviews, and a screening of regulatory compliance history.  Clients rank wealth managers based on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, whether the wealth manager meets client financial objectives, post sale service, quality of recommendations, and overall satisfaction.  Peer reviews are based on three criteria: integrity, knowledge/expertise, overall reputation. In addition to meeting the minimum standards in these areas for the award, only wealth managers with five years of experience in the financial services, accounting, or legal professions are considered. Only FINRA licensees, IAR’s, CPA’s and state licensed attorneys with five years of experience in the financial services, accounting or legal professions are eligible to appear on the final list of FIVE STAR Wealth Managers. “Wealth Managers” are defined as individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.  Wealth managers do not pay a fee to be included in the evaluation process or to be named as a FIVE STAR Wealth Manager.

The final list of FIVE STAR Wealth Managers includes the wealth managers, of those evaluated, in the local market that scored highest in overall satisfaction.  The resulting list of 2012 FIVE STAR Wealth Managers is an elite group, representing less than 7 percent of the wealth managers in theAtlantaarea.  There is no ranking within the list.

The Advantages of Working with Sard Wealth Management

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We listen and communicate with our clients.

Sard Wealth Management Group opened its doors in 1992 to offer independent, comprehensive financial advice. As a Registered Investment Advisor, our commitment is to our clients and to providing advice tailored to suit their individual goals. As a Certified Financial Planner™ professional, Jonathan Sard subscribes to the highest standards of competence and ethics in the financial planning field.

Sard Wealth Management strives to develop long-lasting relationships with all our clients in order to effectively anticipate and act upon your financial concerns. We maintain a small group of select clients, assuring the highest-caliber individual attention and service.

We believe you should be a partner in your financial well-being. To the extent you desire, you will become more educated through ongoing meetings, reviews, economic updates, newsletters, email updates, and client events. You will hear from our office on an ongoing, regular basis, oftentimes before you set out to contact us. Unlike many advisory firms, our recommendations are not limited to your investments, but your entire financial picture – we take a comprehensive approach toward managing your wealth.

The advantage of an independent firm is the personal connection and trust you’re able to build with a financial advisor. You will rest assured in the knowledge that you are working with a firm who truly knows you, cares about you, and is building a long lasting relationship with you. We want to be the last financial advisory firm you ever work with.