For Immediate Release
Contact: Jessica Trzyna or Ray Weiss
443.621.7690 or jtrzyna@weissprassociates.com
WILLIAMSBURG, VA (11/15/10) – Witt Mares Financial Vision, LLC, a registered investment advisory firm, announced today that it has won the BAM Advisor Services 2010 Achievement Award for its 32% growth in assets under management over the past year.
Out of 130 firms, Witt Mares Financial Vision was honored with the award due to achieving the greatest percentage of asset growth between September 2009 and September 2010. David Bush, CPA, CFP®, PFS, and Managing Director of Witt Mares Financial Vision was presented in-person with this award at the annual BAM Conference, held every October in St. Louis.
BAM Advisor Services, LLC serves a nationwide BAM network of 100+ independent investment advisors and wealth managers across the country.
About Witt Mares Financial Vision, LLC
Witt Mares Financial Vision, LLC, a wholly owned division of Witt Mares, PLC, is a Registered Investment Advisory firm providing affordable, fee-only investment advice and asset management using the world’s leading no-load passive asset-class funds. Witt Mares Financial Vision consists of talented and experienced Certified Financial Planners®, Certified Public Accountants, and registered investment advisors who have strong business and investment experience. This team combines financial, tax and estate planning services with investment advisory services to provide clients with sound recommendations to help them achieve their financial goals and peace of mind.
About Witt Mares, PLC
With a long history dating back to 1979, Witt Mares, PLC is a regional accounting and business consulting firm headquartered in Newport News, VA. The firm also has offices in Fairfax, Richmond, Norfolk, and Williamsburg. Witt Mares provides its clients a broad range of business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, merger and acquisition consulting and investment management.
About BAM Advisor Network
Founded in 1997, BAM Advisor Services, LLC serves a nationwide BAM network of 100+ independent investment advisors and wealth managers across the country who have committed to doing business according to specific, ethical criteria. The mission of the BAM Advisor Services Network is to support independent Registered Investment Advisor firms that are committed to offering clients long-term, passive investment and wealth management strategies.
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