Market Overview

SignatureFD Adds New Advisor to SignatureENTREPRENEUR Community


a leading financial design and advisory firm that helps clients make a
bigger impact with their wealth, today announced the addition of Brian
Frey, CFP® to the company's SignatureENTREPRENEUR community.
SignatureENTREPRENEUR focuses on offering wealth management solutions
that uniquely address the financial needs of business owners, including
business liquidity and tax mitigation.

This press release features multimedia. View the full release here:

Brian Frey, CFP®, Advisor, SignatureFD (Photo: Business Wire)

Brian Frey, CFP®, Advisor, SignatureFD (Photo: Business Wire)

Frey has more than a decade of experience in working with high-net-worth
families. Before joining SignatureFD, Frey worked for JOYN, where he was
a member of the Strategy Liquidity team and focused on entrepreneurs.
Frey will leverage his expertise in working with business owners to
provide SignatureENTREPRENEUR clients with financial solutions that help
them make an impact with their wealth at every stage of building a

"We're thrilled to have Brian join the SignatureFD team," said Jeff
Peller, Co-Founder and CEO at SignatureFD. "He's a seasoned leader who
is well-versed in the specific needs of entrepreneurs, and he has a
passion for helping his clients design financial futures that allow them
to make the biggest impact with their wealth."

"SignatureFD's Financial Design for Life™ is a comprehensive approach to
wealth management that is uniquely suited to help entrepreneurs make
sound financial decisions for their businesses, including having enough
capital for growth and proper estate planning," said Brian Frey, CFP®
and financial advisor at SignatureFD. "I'm excited to help
SignatureENTREPRENEUR clients design financial futures that maximize
their business growth."

Frey is a CFP® and holds a BBA in finance from Georgia Southern
University and an MBA in finance from Georgia State University. Frey is
a member of The VirtualBoard, The Financial Planning Association® and
the CFP® Board. Brian has been named in Atlanta magazine's "Five
Star Best in Client Satisfaction Wealth Managers."

View Brian's full bio here.

About SignatureFD

At SignatureFD, LLC we believe that people want to make an impact with
their wealth; and how we invest our time and money into the important
relationships in our lives is how we make an impact. SignatureFD, LLC is
a purpose-driven financial design firm that helps clients design their
financial futures to maximize their impact. Our highly capable,
collaborative, caring and coordinated team of investment, financial
planning and tax experts are committed to proactively helping clients
take control of their financial lives and achieve their goals.
SignatureFD has 70+ passionate professionals who manage over $3B+ and
has had a client retention rate of 97% since opening its doors in 1997.*
For more information, visit

*Please refer to SignatureFD's
for client retention calculations.

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