The October 2015 issue of Atlanta Magazine, in partnership with an independent research firm QMI Research, named Matthew Hudgins as a 2015 FIVE Star Wealth Manager. Matt is the Principal of Mosaic Wealth Management, a financial services firm specializing in assisting successful dentists, business owners, professionals, and widows/divorcees by acting as their go-to financial coordinator. We organize and prioritize their personal and financial lives, helping them to make smart decisions about their wealth.
The Five Star Wealth Manager Award is a recognition program for wealth managers. Wealth managers are those individuals who help you manage your finances and/or implement aspects of your financial strategies.
The following 10 objective eligibility and evaluation criteria are considered in determining the Five Star Wealth Managers award winners:
Eligibility Criteria – Required:
- Credentialed as a registered investment advisor or a registered investment advisory representative
- Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
- Favorable regulatory and complaint history review. *
- Fulfilled their firm review based on internal firm standards.
- Accepting new clients.
Evaluation Criteria – Considered:
- One-year client retention rate.
- Five-year client retention rate.
- Non-institutional discretionary and/or non-discretionary client assets administered.
- Number of client households served.
- Education and professional designations.
The wealth managers on the list earned the title “2015 FIVE STAR Wealth Managers” – a group of individuals representing less than 13 percent of all professionals within a specific industry are honored with this award.
Wealth Managers do not pay a fee to be considered or to be named a Five Star Wealth Manager. This award is based on sound research methodology and comes from an independent third party which allows it to be the cornerstone of an effective marketing program to positively set apart service professionals from their competition. Award candidates are identified by one of three sources; pre-qualification, firm nominations or peer nominations. Self-nominations are not accepted.
The 2015 FIVE STAR wealth manager list is an undoubtedly useful tool for these individuals to identify those advisors who have consistently earned the trust of their clients. For more information on the Five Star Award and the research/selection methodology, visit 2015 FIVE STAR Wealth Managers Search List.
* Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies.
About Matthew Hudgins, MBA, CFA
For Matt Hudgins, helping people make the most of their financial assets is rewarding work. Matt enjoys guiding clients as they implement the investment strategies that help them meet their financial and life goals.
As Principal of Mosaic Wealth Management, LLC (MWM), Matt takes a comprehensive approach to wealth management. He sees his role as helping people make well-informed decisions about their investments and retirement plans – providing them with greater financial independence, peace of mind, and security.
With more than 24 years of experience in the financial services industry, Matt began his career as a sell-side analyst assistant with Robinson-Humphrey Company where he wrote research reports that made buy & sell recommendations to both individuals & institutional clients. From there he worked for Cox Communications in Mergers & Acquisitions, completing the largest cable trade/sale at the time. As a Portfolio Manager with SunTrust Bank & Neuberger Berman, LLC, he has demonstrated a consistent ability to protect and grow the hard-earned assets of his clients, many of whom have experienced major life changes including selling a business, retirement, divorce or the loss of a spouse.
Matt graduated from the University of Georgia with a bachelor’s degree in Finance. He also earned his MBA from the Goizueta Business School – Emory University. He holds the Chartered Financial Analyst designation (CFA) and is an Officer and member of the Atlanta Society of Financial Analysts.
Matt values education as a way to promote professional excellence. He is an active member & education chairman of the Atlanta Society of Financial Analysts. In that role, Matt heads up the effort to educate his fellow members & conducts market research for the benefit of members & clients. He has also served as a speaker and panelist at various industry programs and local & regional organizations.
When he’s not working, Matt enjoys family time with his wife Patti and their two beautiful girls, coaching soccer and playing golf.
- Retirement Planning
- Investment/Asset Allocation Advice
- Estate/Charity Planning
- Income Tax Planning
- Risk Management
- Strategic Planning – Personal & Business