At BYRT Financial Advisors, LLC, we focus on providing world class services to individuals, families, and small businesses by focusing on:InvestmentsRetirement PlanningInsuranceLegacy / Estate PlanningIncome Taxes
Our skilled team of professionals is ready to serve you no matter your financial need.
RECENT NEWS / EVENTS:
November 11-13, 2019
BYRT Financial Advisors, LLC attended Avantax's National Conference held in Austin, TX, where they received a Three Diamond Eagle Award. This marks the third year in a row that they have received this award!
November 12-14, 2018
BYRT Financial Advisors, LLC attended Avantax's National Conference held in Louisville, Kentucky, where they received a Three Diamond Eagle Award for the second year in a row!
The Diamond Eagle award is based on business volume across the firm and is given to those firms that have consistently demonstrated Avantax's purpose — to enable intentional living — and have cultivated their practices in ways that help their clients seek to live intentionally in their own lives as well.
October 26, 2018
As a friendly reminder, if you turned 70.5 years old this year, please be sure you're taking out the required minimum distribution (RMD) from your retirement account.
Please click here for more information and feel free to ask us if you have any questions!
September 19 and 20, 2018
BYRT Financial Advisors, LLC visits Wacona Elementary School
Our very own, Derrick Sheffield, recently visited Wacona Elementary School in Waycross, GA again to help give the class an intro to investing. It was a privilege to speak to Mrs. Cone's 4th and 5th grade Wings students. We look forward to hearing more about their financial success in the years to come! Thanks again!
4th Grade WINGS
F to B, L to R:
Ashton Stormant, Hunter Waters, Alexys Bennett, Maleek Mackey, Jarrett Scotton
Tessa Dial, Erick Hernandez, Paislee Wildes, Holton Rainwater, Katie Altman, Mindy McGill
Isaac Musgrove, Elizabeth Sholtis, Sloan Zachary, Isabella Sweat
5th Grade WINGS
Austin Shuler, Jackson Ray, Ivan Peralta, Regan Hiott, Ryan Paul, Ethan Williamson
Vinnie Kerch, Jarrett Watts, Owen Sanders, TiTi Layeni, Brody Martin
Casey Waters, Reagan Adams, Jenna Crosby, Alysa Roberson, Brylee Gamage, Riley Smith, Willow Ducote
Waylon Smith, Matthew Davis, Brody Wood
November 13-15, 2017
BYRT Financial Advisors, LLC attended Avantax's National Conference held in Fort Worth, TX, where they received a Three Diamond Eagle Award.
This year marks the 25th anniversary of Avantax's — a monumental accomplishment for any business — and the conference theme, “Celebrating Significance,” highlighted the significant milestones earned by decades of hard work and the significant relationships, friendships and partnerships created in the process.
November 7, 2017
BYRT Financial Advisors, LLC recently hosted Mark Wegner, Regional Director with Dimensional Fund Advisors. Mark presented a lunch and dinner session on the topic of how people typically invest versus how Dimensional Fund Advisors invests.
We look forward to learning more from Mark in the future!
October 3 and 5, 2017
September 7, 2017
Unclaimed Property Program Letter
Congratulations to Becky Brantley! (pictured above)
She is the BYRT basket trivia winners from our August Unclaimed Property Program Letter! Please let us know if you would be interested in joining our e-mail list for a chance to win a BYRT basket!
June 9, 2017
Life Insurance Letter
Congratulations to Jamie Douglas! (not pictured)
She is the BYRT basket trivia winners from our May Life Insurance Letter! Please let us know if you would be interested in joining our e-mail list for a chance to win a BYRT basket!
April 6, 2017
Website Announcement Letter
Congratulations to Andrea Tanner (pictured above) and Norma Trowell (not pictured)!
They are the BYRT basket trivia winners from our March Website Announcement Letter! Please let us know if you would be interested in joining our e-mail list for a chance to win a BYRT basket!
February 9, 2017
Family Love Letter
We are proud to announce our newest development called the "Family Love Letter". By reviewing this document and keeping it in a secure location, we are giving our clients greater peace of mind and clarity to their loved ones. This document helps clients make decisions on the assets they have and gives them the opportunity to leave instructions on how they would like their assets to be handled.
We would love to provide you with our love letter today!
Photos below from Women's Circle Luncheon held on February 9, 2017.
By forming Women's Circle, we seek to connect you with a group of like-minded individuals. These new friends will share ideas that will assist you in making informed decisions concerning your family, health, and financial affairs. The knowledge gained and tips shared will positively impact your future.
THEME: Financial Fitness - “Building the Right Financial Foundation”
Topics Include: Why is financial wellness so important, how do you achieve it, keys to financial wellness through your eyes - personal, peace of mind, planning, process.
January 25 - 26, 2017
Our very own, Derrick Sheffield, recently visited Wacona Elementary School in Waycross, GA to help give the class an intro to investing. It was a privilege to speak to this great group of 4th and 5th graders. We look forward to hearing more about their financial success in the years to come! Thanks again!
Photos below from Women's Circle Luncheon held on August 30, 2016.
THEME: Personal Fitness - "Taking Care of Yourself"
Topics Included: Physical well-bring at all ages and stages, handling the stress of unexpected events, healthy living and nutrition