McGill Advisors is now a division of Brightworth

Brightworth Adds McGill Advisors

Brightworth has announced that McGill Advisors, Inc., a Charlotte-based investment advisory firm, will become a division of the Atlanta wealth management firm. The transaction nearly doubles Brightworth’s number of clients and assets under management while expanding the firm’s footprint outside of Atlanta.

Eighteen-year-old McGill Advisors will continue to specialize in advising dental professionals. Four partners plus eleven McGill Advisors employees, including six wealth advisors, will join Brightworth, continuing to work in the expanded firm’s Charlotte office. The transaction will result in Brightworth managing over $3 billion in assets for over 1,200 clients.

Entering its 21st year of operation, Brightworth serves business owners, executives, professionals, retirees, and their families. This acquisition will further enhance the firm’s depth of wealth planning and investment expertise for clients across the U.S.

“We are very pleased to have McGill Advisors join Brightworth to create one of the largest investment advisory firms in the Southeast,” said Ray Padrón, Brightworth’s managing partner. “Both firms share a culture of exceptional customer service in providing investment and wealth management counsel to individuals, businesses and families. We look forward to working with our new colleagues to strengthen the services we provide our clients.”

Padrón emphasized that McGill’s current wealth advisors and employees will continue to serve all their current clients. “Each individual, family, and practice served by the McGill Advisors division has a solid working relationship with their McGill wealth advisor,” he said. “We understand the importance of this bond, and we plan to enhance these ties by bringing additional resources to Charlotte, supporting advisors’ capacity to serve their clients with excellence.”

About Brightworth

Brightworth is an independent, fee-only wealth advisory firm serving clients across the US from offices in Atlanta and Charlotte. Founded in 1997, we partner with individuals and families to design and implement strategies to wisely manage their wealth. Learn more at www.brightworth.com.