SignatureFD Appoints Forbes & CNBC Behavioral Financial Columnist Tim Maurer as New Chief Advisory Officer

Staff Report

Thursday, March 23rd, 2023

SignatureFD, an award-winning wealth management and financial advisory firm that helps clients transform their net worth into Net Worthwhile™, recently announced the addition of Tim Maurer, CFP®, RLP®, as SignatureFD’s new Chief Advisory officer.

 

 

Maurer, a regular columnist for Forbes and CNBC and the author of the book, Simple Money, understands and writes about the connective tissues between wealth management and behavioral science. This aligns with how SignatureFD partners with clients to "activate" their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to understand better how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™.

"As we continue to build towards our vision of positively impacting the financial lives of 10,000 families, investing in our current and future advisors is critical," said Heather Fortner, Chair & CEO of SignatureFD. "A fundamental believer in the power of combining technical, financial expertise with the art of design, Tim is already aligned with how SignatureFD works to help clients achieve their Net Worthwhile."

Uniquely suited for this role, Maurer followed his many years as an advisor to lead Buckingham Wealth Partners’ advisor development program. Maurer then served as the Head of Wealth Management for Triad Financial Advisors. Additionally, he spearheaded the creation of and taught the Fundamentals of Financial Planning course for Towson University.

"SignatureFD’s approach to wealth management aligns with my belief that personal finance is more personal than it is finance," said Maurer. "Whether through their client communities that cater to niche audiences or their brand promise of Net Worthwhile, which addresses the whole person and not just their finances, SignatureFD is an organization that has always believed in putting the client experience at the center. I look forward to helping the firm evolve its service to clients while partnering in the collaborative development of the advisory team."