SignatureFD, a financial advisor and wealth advisor with offices in Atlanta and Charlotte, N.C., has appointed CFP Tim Maurer to the newly created position of chief advisory officer.
Maurer, a commentator for Forbes and CNBC, as well as the author of “Simple Money,” focuses on the relationship between wealth management and behavioral science. According to SignatureFD Chair and CEO Heather Fortner, who discussed the appointment in a news release, it aligns with her company’s core pillars of “Grow, Protect, Give, and Live” as a client blueprint for their financial lives, which she describes as “Net Worthwhile.”
“As we continue to build towards our vision of positively impacting the financial lives of 10,000 families, investing in our current and future advisors is critical,” Fortner said in the news release. “A fundamental believer in the power of combining technical, financial expertise with the art of design, Tim is already aligned with how SignatureFD works to help clients achieve their Net Worthwhile.”
Since 2021, Maurer worked as head of Wealth Management at Triad Financial Advisors (TFA) Inc. Prior to working at TFA, he worked as director of advisor development at Buckingham Strategic Wealth, which he joined in 2014 as a wealth advisor.
A graduate of Towson University, where he earned a B.S. degree in business administration and finance in 1998, Maurer spearheaded the creation of a Fundamentals of Financial Planning course at his alma mater. Serving as a member of the new program’s adjunct faculty from 2008 to 2014, he prepared undergraduate and graduate students to meet the educational requirements for CFP certification, as well as to sit for the CFP exam.
In the news release, Maurer said that both his approach and that of his new employer emphasized the importance of building an interpersonal relationship between advisor and client ahead of a professional one.
“SignatureFD’s approach to wealth management aligns with my belief that personal finance is more personal than it is finance,” Maurer said. “Whether through their client communities that cater to niche audiences or their brand promise of Net Worthwhile, which addresses the whole person and not just their finances, SignatureFD is an organization that has always believed in putting the client experience at the center. I look forward to helping the firm evolve its service to clients while partnering in the collaborative development of the advisory team.”
Founded in 1997, SignatureFD manages more than $6 billion in assets for over 1,700 client families nationwide.