NEWS & UPDATES
Downtown Roanoke Office Building Sold!
September 27, 2019
After 36 years in our downtown Roanoke office location, Andy is relocating to his new, cool home office. Our Campbell Ave office has been sold.
This transition will be seamless for our clients and our business. In recent years, we have had fewer and fewer client meetings in our office; a true testament of our work ability regardless of our geographic location. Anne has always worked from home and Eden has been working remotely from Atlanta since August 2018. We have implemented new technology tools (like the client portal) that have allowed us to better serve our clients that now span across nineteen states.
Whether you're already a client or considering becoming a client, we urge you to read the below letter from Andy addressing this change.
Eden Earns CFP Designation
August 20, 2019
For the last 3 years, Eden has been gaining experience under the guidance of Andy and Anne, and many of you have gotten to know her well. She has become a primary contact for most of our clients and implemented new technology solutions to allow us to better serve you, all while studying to complete her CFP.
In July, she passed the rigorous comprehensive exam required to obtain her marks, and we are pleased to share she is officially a Certified Financial Planner. We are proud of her recent accomplishment and look forward to watching her advisor responsibilities grow in the coming years.
The Surprising Scarcity of Advisors by James E Wilson
March 16, 2018
What makes what we do truly different? For one, we are on a mission to stand out for good in an industry cluttered with product-pushers. Our friends at JE Wilson Advisors wrote an eloquent piece on what sets us apart as fee-only financial planners. We couldn’t have said it better ourselves, and fortunately, we didn’t have to. Reprinted here with their permission:
New Book: Thirty-Five Great Ideas
November 9, 2016
In celebration of our 35th year in business, we present a compilation of Andrew Hudick's 35 most popular articles. Thirty-Five Great Ideas is now available in soft cover or as a Kindle e-book!