03/11/2014 (press release: kfarrington) // Atlanta, GA, UA // Kelsey Farrington
White Horse Advisors, LLC is celebrating its 10th anniversary this month. Over the past ten years, White Horse has evolved its products, staff, and even its location, but our focus has remained the same—the valued clients we serve.
“It’s been a wonderful decade of achievements,” Patrick Ungashick, CEO of White Horse. “We are most thankful to our clients and the feedback they provide that has helped shape who we are today as an organization. The trust they have in our team’s ability has been at the foundation of all that we do. We look forward to continuing to being a part of their financial team for many years to come.”
In 2004, White Horse launched as an independently owned and operated firm. In 2010, White Horse registered with the Securities and Exchange Commission as an investment advisor. Advising over 100 clients, the White Horse staff includes professionals who average more than 20 years industry experience and have numerous industry accreditations including CFA, CPA, CFP™. Today, White Horse advises on more than $1 billion in investment assets.*
White Horse serves three different markets: retirement plan committees, closely-held business owners, and individual investors. To learn more about our services, Navix – Business Value Creation and Exit Success; CoVerity – Safeguarding Retirement Plans; and WHA Asset Management – Traditional Investment Planning, please visit our website at www.whitehorseadvisors.com.
*As of 12/31/2013
About White Horse Advisors, LLC
White Horse Advisors, LLC is an independently-owned company that provides fee-only financial and advisory services to the owners of closely-held businesses, retirement plan sponsors and individual investors. Our professionals strive to deliver sound solutions, financial advice and strategies in coordination with clients’ tax, legal and other advisors.
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