Evensky & Katz Wealth Management has won an award — yet again. The firm has been on something of a tear of late, first winning the Heart of Financial Planning Award delivered at FPA Experience 2013 in Orlando in October, and now winning a coveted IMPACT award at Schwab’s annual advisor conference in Washington on Tuesday.
In addition to Evensky & Katz, which won the Trailblazer IMPACT Award, Schwab Advisor Services announced two other recipients of IMPACT Awards:
- Homrich Berg, for the Best-in-Business IMPACT Award
- Paracle Advisors LLC, for the Pacesetter IMPACT Award
“Today we recognize and celebrate three RIA firms that have made a positive impact on our industry by implementing exceptional standards and practices to provide outstanding service to their clients,” Bernie Clark, executive vice president and head of Schwab Advisor Services, said in a statement. “The industry benefits from their achievement and we thank this year’s winners for pushing us all to higher standards of excellence.”
Judges for the 2013 IMPACT Awards were Kevin Keller, CEO, CFP Board; Julie Littlechild, CEO, Advisor Impact; Dr. Thomas R. Robinson, Managing Director, Americas, CFA Institute; and Sean R. Walters, Executive Director and CEO, Investment Management Consultants Association.
Schwab makes a donation of $15,000 to a charity of choice on behalf of the Best-in-Business, Pacesetter, and Trailblazer Award recipients and a donation of $1,000 on behalf of the judges for their participation in this program.
Best-in-Business Impact Award: Homrich Berg
Homrich Berg is Atlanta’s largest fee-only wealth management firm. Founded in 1989, and now with more than $3 billion in assets under management, the firm is known for its personalized brand of small-firm service coupled with big-firm resources and expertise. Combining comprehensive financial planning and investment management, Homrich Berg delivers individualized advice to more than 800 high-net-worth families and institutions across the country.
Schwab will make a donation to the American Diabetes Association on behalf of Homrich Berg.
Pacestter Impact Award: Paracle Advisors LLC