ARISTA Financial Group has a calling – financial security for all Americans. Financial security empowers working Americans to discover and serve their own calling. This simple concept permeates the firm’s culture. The employees of ARISTA live it, and they deploy formidable tools and passion in pursuing the same for their clients and the employees of those clients. Let’s look at why this is more than mere words.
ARISTA is a founding, charter member of United Benefit Advisors and was awarded “Firm of the Year” status by UBA. Being part of UBA means ARISTA can compete with anyone, under any circumstances. The value derived from information and tool sharing with over 2,000 other professionals nationally is immeasurable. Regular opportunities to learn from other UBA members, unique, proprietary provider products and tools – these are just some of the capabilities at your disposal. ARISTA’s Registered Investment Advisor and Broker Dealer is LPL Financial, the largest independent Broker Dealer in the United States. ARISTA is a member of LPL Retirement Partners Group and is among the top 2% of all 17,000 advisors nationwide.
ARISTA has been recognized by HR Executive Magazine – 2012, Plan Sponsor Magazine – 2015 and the Wall Street Journal – 2012. One member of their team has been featured on over 440 radio shows and every major TV network including Fox & Friends, The CBS Early Show, HLN’s Making It In America, ABC News Now and MSNBC Live. In terms of career opportunity that comes with consistent growth, MarshBerry, a national merger and acquisition consulting group, has recognized ARISTA’s “exponential growth”– averaging 54% per year over the past few 3 years. In fact, ARISTA has already posted new sales for 2016 which would grow the firm another 26% and the calendar has yet to flip over. The firm is very profitable. It is also smart – ARISTA embraces the concept of niche expertise by focusing the majority of its efforts on corporate clients and school districts. By doing so, ARISTA creates long-lasting relationships built on an understanding of the nuances of specific industries. Industry-specific expertise allows for the efficient deployment of pertinent solutions that matter to those industries without having to re-invent the wheel each time.
ARISTA was named one of Atlanta’s “Best Places to Work” in 2015 and one of Atlanta’s “Healthiest Employers” in 2010 by the Atlanta Business Chronicle. ARISTA’s 15 employees are themselves the recipients of a benefits package vetted by a four person committee scouring the marketplace for the best new ideas and programs designed to assist in their own financial security – the firm even built its own benefits portal and mobile app. The firm is active in the community and valued as a resource by its clients, who receive ongoing guidance and advice on all manner of issues pertaining to retirement plans and financial planning in the form of personal touch, newsletters, white papers, and social media.
Efficiency, responsiveness, and access come together at ARISTA through the use of leading edge technology. For example, ARISTA uses a cloud-based server, providing its employees and clients with remote and mobile access to tools and information. Further, they utilize an integrated technology tool that operates as a CRM while having the capability of generating a provider search, investment research, investment reviews, retirement readiness reports and more. All analysis and tools can be accessed from any internet connected device, anywhere in the world.
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