Action Point Financial Planning Founder and Senior Financial Advisor, Ben VerWys has won WealthManagement.com's Thrive Award as one of the 'Fastest Growing Financial Advisors' in the entire U.S.
For immediate release:
December 4, 2019 - Action Point Financial Planning, an independent financial planning firm based in Grand Rapids, Michigan, has been named a recipient of WealthManagement.com’s inaugural Thrive Awards, the first-annual list of the nation’s fastest-growing Advisors.
“I am thrilled to learn that we have received this award! Five years ago, all I had was an idea - that the role of a true Financial Advisor could be significantly improved compared to what I saw happening out in the marketplace.” said Ben VerWys, Founder and CEO at Action Point Financial. “At the time, there wasn’t nearly the emphasis on Fiduciary advisement that continues to grow so rapidly today. Much of our success is directly related to the fact that at Action Point, we do the work the right way. What I mean by the ‘right way’ is a laser focus on stewarding our client’s investments and managing their financial planning from a strictly Fiduciary standpoint. Our ‘math wins’ philosophy means we have no products to sell, a strong vested interest in seeing our clients lives improved, and an active effort to mitigate all conflicts along the way. These things are clearly laid out in our Fiduciary Oath that we make to all clients. It has been exciting to be part of the rapid evolution of financial advice over the last 5 years, but to receive an award specifically for our participation in that growth means we’re making the impact we set out to deliver.”
A total of 121 individuals and teams made the list this year, which was compiled by measuring percentage revenue growth over the previous three years. The average revenue growth of the 2019 Thrive Advisors was three times the industry average, as calculated by McKinsey & Company’s PriceMetrix.
To qualify for the WealthManagement.com 2019 Thrive Awards list, applicants had to be based in the U.S., offer financial services to individual clients, and have a minimum revenue of $100,000. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.
The complete 2019 Thrive Awards list is available here: https://www.wealthmanagement.com/people/2019-list-fastest-growing-advisors, and will be featured in the December 2019 issue of Wealth Management magazine.
About Action Point Financial
Founded in 2014, Action Point Financial Planning (www.actionpointfp.com) believes that client’s best interests come first. Period. They offer a variety of financial planning, retirement planning, investment management, cash management and business sale solutions to clients of all sizes throughout 22 different states. Each Advisor and employee at Action Point is required to operate as a Fiduciary on all financial planning and investment recommendations, meaning not one member of the firm maintains any securities brokerage licences that can so often create conflict. Additionally, the firm is 100% Advisor owned and has no outside investment, meaning there are no decisions that pit client interests against shareholder interests. With no investors, it becomes much easier to always put clients’ first.’
About WealthManagement.com
WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site.
