01/03/2008 - Weaver and Tidwell Financial Advisors, Ltd., Named a Winner of Financial Planning Award
“CPA Wealth Provider” magazine recognizes financial planning firm for innovation, efficiency and initiative in financial planning.
DALLAS, TEXAS (January 3, 2008) – Weaver and Tidwell Financial Advisors, Ltd. has been judged a winner in the Fifth Annual CPA Wealth Provider Financial Planning Awards for the second year in a row.
The publication chooses w inning organizations that have taken the lead through innovation, efficiency, initiative or growth in the financial planning area. The firm placed in the competitive CPA/Financial Planning Firms category for excelling in all four areas.
“The financial planning industry has become quite competitive, so it is important for firms to offer programs that attract quality employees as well as express competent and compassionate care provided to clients,” said David C. Sego, CFP, PFS, managing director of Weaver and Tidwell Financial Advisors. “Before joining our firm, o ur newest employee, Deborah Snow-Lacey, thoroughly evaluated the company. She felt that our organization demonstrated unique innovations, efficiency, initiative and growth that convinced her to become a member of our team. Her insightful observations, included in the nomination, point out that these programs not only attract outstanding staff, but also offer unique services to our clients.”
Weaver and Tidwell Financial Advisors’ intern model that allows student shadow and learn from senior advisors, flexible schedules model that supports balancing work/personal life and client newsletters that keep clients well informed demonstrate innovations. The organization’s use of technology that increases efficiency and reduces associated costs shows efficiency. The firm leads the industry in terms of it fiduciary responsibility to existing and prospective clients – this illustrates initiative. And deliberate, healthy growth is evident due to its well-defined vision and initiative to transform ideas into reality.
As a winner, Weaver and Tidwell Financial Advisors will be profiled in the January issue of CPA Wealth Provider and copies of that issue will be bundled with the January issues of Accounting Technology, Accounting Today and Practical Accountant, as well as being featured on the www.WebCPA.com Web site and at the AICPA Personal Financial Planning Conference in Las Vegas Jan. 19-23.
“This award once again reflects the originality demonstrated on a daily basis by the outstanding individuals who make up Weaver and Tidwell Financial Advisors,” said W.M. “Mack” Lawhon, Weaver and Tidwell’s CEO and managing partner. “These programs exemplify why this division of our firm has grown. They truly deserve this award.”
“We are very proud to be named a winner of this prestigious award for a second year in a row,” said Sego. “Once again, this points to another example of our being recognized for the superior service we provide to our clientele.”
Weaver and Tidwell Financial Advisors was recently listed by CPA Wealth Provider magazine No. 23 in the United States on the first-ever “Top AUM CPA/Financial Planning Firms: Wealth Magnets” ranking of wealth management firms associated with CPA firms, determined by assets under management (AUM).
The firm was also named a Wealth Management Superstar by Wealth Manager magazine. It is the only major wealth management firm in Dallas that is associated with a Top 100 regional CPA firm.
Weaver and Tidwell Financial Advisors, a fee-based Registered Investment Adviser (RIA), was created to serve the financial planning and investment advisory needs of its clients. Parent company Weaver and Tidwell, LLP, has provided professional accounting and consulting services since 1950.
With offices in Dallas, Fort Worth and Houston, Weaver and Tidwell is ranked by Practical Accountant magazine as the Southwest’s largest regional independent accounting firm.
For more information, please visit www.wtadvisors.com or www.weaverandtidwell.com.
