ATLANTA, Ga. (CitizenWire) — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces that Stephen Griner, COO of White Horse Advisors, has earned the Chartered Financial Analyst (CFA) designation. Griner was one of only 42 percent of investment professionals to pass the June […]
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Navix is a 14-Step Process for Business Value Creation and Exit Planning
ATLANTA, Ga. — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, announces the launch of Navix, a 14-step process for business value creation and exit planning.
White Horse Advisors Completes Conversion to U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor
ATLANTA, Ga. — White Horse Advisors, LLC, an independently-owned provider of financial advisory services to owners of closely-held businesses and retirement plan sponsors, is an SEC-registered investment advisor (RIA) as of March 9, 2010. White Horse Advisors joins a growing number of financial advisory representatives nationwide that are registering independently of broker-dealers.