BRIGHTWORTH, LLC

Asset Manager

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BrightScope Announces Top 25 Atlanta Area-Based RIA Firms

SAN DIEGO, CA--(Marketwired - Apr 23, 2014) - BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Atlanta area ...

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Reuters
April 23, 2014
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BrightScope Highlights List of Top 25 Atlanta Area-Based RIA Firms

SAN DIEGO, CA--(Marketwire -03/14/12)- BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, today announced the Top 25 Registered Investment Advisor (RIA) firms in the Atlanta area, focused on ...

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Yahoo Finance
March 14, 2012
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Buckhead Coalition adds 14 members

Brown, president and CEO of Brown & Co. Jewelers; Chris J. Dardaman Jr., CEO of Brightworth LLC; Geoffrey T. Friedman, president of AFCO Realty LLC; Kevin J. Glass, headmaster of Atlanta International School; Dana H. Halberg, chairman of Georgia for BNY ...

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The Business Journal
June 1, 2010
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The real college preps

Health care: When a child turns 18, you may carry them on your insurance plan, but they are considered a legal adult under HIPAA rules in terms of disclosing health information, says Lisa Brown, partner and wealth adviser at Atlanta-based Brightworth LLC.

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El Paso Inc.
July 27, 2015
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How executives can minimize the retirement tax hit

“For many executives, the year they retire is their biggest salary ever because of all the lump-sum payments” their plans mandate, says Lisa Brown, a financial adviser at Brightworth LLC in Atlanta who works with retiring executives. “Map out your plan.

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Yahoo Finance
November 2, 2015
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Young manager shines light on 'dark corners'

If education is the key to success, Lisa Brown is compiling quite a key chain. Brown, the manager of financial planning at Brightworth LLC, an Atlanta-based private wealth counseling firm, recently added the Accredited Estate Planner designation through ...

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The Business Journal
December 3, 2007
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Buckhead Coalition Taps Representatives From Ten Additional Area Businesses

In addition, the following firms changed their representatives as follows: DPR Hardin replaced Brantley Barrow with Regional Manager Russ Brockelbank; OliverMcMillan replaced Paul Buss with Chief Executive Officer Dene Oliver; Brightworth, LLC changed ...

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Patch
May 1, 2015
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How Executives Can Minimize the Retirement Tax Hit

“For many executives, the year they retire is their biggest salary ever because of all the lump-sum payments” their plans mandate, says Lisa Brown, a financial adviser at Brightworth LLC in Atlanta who works with retiring executives. “Map out your plan.

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Wall Street Journal
October 31, 2015
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Bloomberg the Company & its Products

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

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Bloomberg
November 1, 2015
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How Executives Can Minimize the Retirement Tax Hit

“For many executives, the year they retire is their biggest salary ever because of all the lump-sum payments” their plans mandate, says Lisa Brown, a financial adviser at Brightworth LLC in Atlanta who works with retiring executives. “Map out your plan.

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Finance Yahoo
November 2, 2015
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Alternative Funds: How Do You Pick?

h4>WSJ on Facebook</h4><div style="border ... prominent financial advisers who use mutual funds and exchange-traded funds. Mr. Dardaman co-founded Brightworth LLC, which currently manages $850 million, in 1997. He is chief executive and chief investment ...

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Wall Street Journal
June 3, 2012
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Top Wealth Managers

Wealth Manager is proud to present the 10 th annual Top Wealth Managers survey results, rankings and analysis. The firms that participate in the Top Wealth Managers survey are the lion's share of the largest, most established registered investment advisors ...

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Think Advisor
November 9, 2015
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Succession plan features a liquidity option

Fiduciary Network LLC, which specializes in helping financial advisers transition their businesses to the next generation, has inked a deal with Brightworth LLC. The latest deal, Fiduciary Network’s third since debuting in March, will give Brightworth ...

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Investment News
September 9, 2007
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After more than two years of radio silence, Mark Hurley pings with a stake-taking in an under-the-radar RIA

Brooke’s Note: If you know Mark Hurley, you know him as being uniquely American in his brash, devil-may-care sarcasm. But if you were compare him to a hockey team, you might say he’s more Russian. Recall how they’d pass and pass and pass and rarely ...

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RIA Biz
August 23, 2013
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Buckhead Coalition votes in new members, replaces others

In addition, the following firms changed their representatives as follows: DPR Hardin replaced Brantley Barrow with Regional Manager Russ Brockelbank; OliverMcMillan replaced Paul Buss with CEO Dene Oliver; Brightworth LLC changed Chris Dardaman to ...

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Neighbor Newspapers
May 1, 2015
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A Long History With Tech Stocks

The fund is managed by a 14-member team led by Paul Wick, one of the longest-running technology managers in the U.S. Mr. Dardaman, chief executive of adviser Brightworth LLC, says he appreciates ... Email: shefali.anand@wsj.com.

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Wall Street Journal
June 4, 2012
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Buckhead Coaltion Meeting Sets Attendance Record

At the meeting, coalition members elected five of its directors to three-year terms on its Executive Committee: Chris Dardaman, CEO of Brightworth LLC; Jackson Houk, CEO of three Atlanta LLC; Andy Isakson, CEO of Isakson Living Inc.; Linda Klein ...

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Patch
January 31, 2012
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Top Wealth Managers

Wealth Manager is proud to present the 10 th annual Top Wealth Managers survey results, rankings and analysis. The firms that participate in the Top Wealth Managers survey are the lion's share of the largest, most established registered investment advisors ...

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Think Advisor
January 18, 2015
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What to Ask a Financial Adviser

Your best bet is the state securities agency. If you have a small shop, the SEC works better. Let's look up, for example, Brightworth, LLC, an Atlanta advisory firm. You can read the Form ADV, the advisers' periodic registration forms, and confirm that in ...

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NASDAQ
February 26, 2015
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Don Wilson

Don will be primarily responsible for Brightworth’s investment strategy and execution and will continue to direct the company’s portfolio management team and chair the firm’s Investment Committee.

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The Business Journal
March 10, 2014
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Nathaniel Corbitt CFP, PFS

An exam-based designation with required ongoing education. The CFP covers broad knowledge of financial planning topics and strategies, and prerequisites include a bachelor’s degree and a three-year work history. 8% of GA advisors hold a CFP.

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USNews
April 14, 2013
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