
DMJ Wealth Advisors Recognized as a CPA Wealth Provider’s Financial Planning Awards’ Winner
April 15, 2009
GREENSBORO, NC- Davenport, Marvin, Joyce and Co., LLP, congratulates DMJ Wealth Advisors, LLC on the firm’s recognition as a winner in CPA Wealth Provider’s Sixth Annual Financial Planning Awards. The April 2009 magazine recognized only the top seven financial planning firms, from over sixty nominations, and honors those firms who have taken a lead through innovation, efficiency, initiative, or growth in the financial planning area.
According to the industry publication, DMJ Wealth Advisors was named “a vanguard in leadership” for their early adoption of an interactive website program, Wealth Management Solution. DMJ Wealth Advisors utilizes the web-based program to allow clients to easily track their progress and evaluate their goals through a personalized and secure site that monitors their entire financial picture. The firm offers daily updates of each client’s investment account to inform them of its activity. To learn more about DMJ’s Wealth Management solution click here.
DMJ Wealth Advisors, LLC is one of Triads largest local independent financial planning firms offering comprehensive and disciplined wealth management. For more information on DMJ Wealth Advisors, visit online at www.dmjwa.com or call (336) 275-9886.
Investment Advisor Representative of Investment Advisors, a division of ProEquities, Inc. A Registered Investment Advisor and a Registered Broker-Dealer, Member FINRA and SIPC. DMJ and DMJ Wealth Advisors, LLC are independent of ProEquities, Inc.
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