49 Financial

A big congratulations to Greg Rosner, Senior Vice President at 49 Financial and leader of our Charlotte and Jacksonville offices, on being named a 2026 ThinkAdvisor Luminaries Next-Gen Rising Star!

The recognition highlights emerging leaders in financial services who are already making an impact through their leadership, ideas, and service to clients.

We’re proud to see Greg recognized for the work he’s doing across our firm and the industry, and excited to see the impact he continues to make.

𝗜𝗳 𝘆𝗼𝘂’𝘃𝗲 𝗵𝗮𝗱 𝘁𝗵𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝘁𝗼 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗚𝗿𝗲𝗴 𝗼𝗿 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗶𝗺𝗽𝗮𝗰𝘁𝗲𝗱 𝗯𝘆 𝘁𝗵𝗲 𝘄𝗮𝘆 𝗵𝗲 𝘀𝗲𝗿𝘃𝗲𝘀 𝗮𝗻𝗱 𝗹𝗲𝗮𝗱𝘀, 𝗵𝗲𝗹𝗽 𝘂𝘀 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝗵𝗶𝗺 𝗯𝘆 𝘀𝗵𝗮𝗿𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀.

Congrats, Greg!

Another congratulations to Tim Rodgers on being named to the 2026 Forty Under 40 class!

It was great to celebrate Tim alongside his team and see his story featured by Talk Business & Politics. From developing advisors and leaders to helping launch new markets across the Midwest, Tim continues to make an impact well beyond his own practice.

𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂’𝘃𝗲 𝘄𝗼𝗿𝗸𝗲𝗱 𝗮𝗹𝗼𝗻𝗴𝘀𝗶𝗱𝗲 𝗧𝗶𝗺, 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗵𝗶𝗺, 𝗼𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝗱 𝗵𝗶𝘀 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝘀𝗲𝗿𝘃𝗶𝗰𝗲 𝗳𝗶𝗿𝘀𝘁𝗵𝗮𝗻𝗱, 𝘀𝗵𝗮𝗿𝗲 𝘄𝗵𝗮𝘁 𝘀𝘁𝗮𝗻𝗱𝘀 𝗼𝘂𝘁 𝘁𝗼 𝘆𝗼𝘂 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗮𝘀 𝘄𝗲 𝗰𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗲 𝘁𝗵𝗶𝘀 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘁𝗶𝗼𝗻.

Congratulations again, Tim! We’re grateful for your leadership and excited to see what’s ahead.

Read Tim’s full feature: https://talkbusiness.net/2026/08/forty-under-40-tim-rodgers/

Make It Count is a reminder to be intentional with what's in front of us—and Grace McCasland, Associate Vice President in Northwest Arkansas, brought that back to two things we can control every day: our attitude and our effort.

We can't always control our circumstances or what's already happened. But we can control how we respond and the effort we give to what comes next.

Grace's challenge to our team was simple: make it count today by being excellent in your attitude and effort.

“The actual value of the culture—you can’t quantify it. We don’t know how to quantify how everyone else around us drives our lives forward.

My life has been driven forward miles farther than I ever would have driven it forward on my own by the people I’ve gotten to do this with.”

— Jimmy Henry, BFA™

Six years into his career at 49 Financial, Jimmy can point to plenty of ways he’s grown as a financial advisor, business owner, and leader.

But some of the most valuable parts of that growth are harder to measure.

The people you surround yourself with matter. They challenge you, invest in you, and often help you see more of what you're capable of than you could have seen on your own.

For Jimmy, that impact has extended well beyond his career.

https://www.49financial.com/why-the-people-around-you-matter-jimmys-story/

49 Financial is #42 𝐨𝐧 𝐭𝐡𝐞 2026 𝐁𝐞𝐬𝐭 𝐌𝐞𝐝𝐢𝐮𝐦 𝐖𝐨𝐫𝐤𝐩𝐥𝐚𝐜𝐞𝐬™ 𝐥𝐢𝐬𝐭! 🎉

This national recognition celebrates companies across the country that are creating positive, inclusive, and engaging workplaces where employees can thrive.

We’re honored to be recognized as one of the top medium workplaces in the country—and even more grateful for the people who made it possible.

Our team is what makes 49 a great place to work. Thank you to everyone who continues to invest in our people, our culture, and one another.

Learn more: https://www.greatplacetowork.com/certified-company/7026264
https://www.49financial.com/gptw-award-criteria/

𝐖𝐡𝐚𝐭 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐞𝐞𝐬 𝐲𝐨𝐮 𝐩𝐚𝐲?

It’s a question worth asking when evaluating any financial relationship.

At 49 Financial, we think about value through three areas: risk-adjusted returns, fees, and taxes—or RFT.

The goal isn’t simply investment performance. It’s looking at how much risk you’re taking, where costs can be reduced, and how thoughtful tax planning can impact your overall financial picture.

Hunter Lloyd, Founding Partner at 49 Financial, breaks down how we think about delivering value for the clients we serve.

▶ Watch the full video to learn more.

https://youtu.be/ZlSqLSqTjj4

What Makes a Financial Advisor Worth the Fee? Every investor asks the same question at some point:"What value a...

Make It Count has been our theme at 49 Financial this year—a reminder to be intentional with the opportunities, conversations, and moments in front of us.

Throughout the year, leaders have shared messages with our firm that have challenged and encouraged us to put that idea into practice. We want to share a few of those here, starting with Caleb Borders, Vice President in Atlanta.

Caleb reminded us that when the goal ahead feels big, focus on the next step. Draw the line, get there, and then draw another.

You don't have to do it all at once. Just make what's in front of you count.

When planning for retirement, it's not just about how much you've saved. It's also about how you'll access it.

By thinking through different tax treatments as part of your overall financial plan, you can build a strategy that's designed to be more flexible—regardless of how tax laws change over time.

Curious where your current plan stands? We'd love to walk you through our planning process and help you understand how tax diversification fits into your overall financial strategy.

The best plans evolve alongside your life.

At 49 Financial, we believe great planning goes beyond investments. It's about bringing together the people, strategies, and decisions that impact your financial future—so every part of your plan works together.

In this video, Founding Partner Hunter Lloyd shares why we believe integrated planning helps clients move beyond simply having a financial plan to actually living into it.

▶ Watch the full video below.
https://youtu.be/40lzHrMOM8g?si=02k9hEdR1K5VmZf7

The Future of Financial Planning: An Integrated Approach A great financial plan is important—but what happens after the plan...

Not every investment is designed to do the same job.

We believe a strong investment strategy isn't about putting all of your money in one approach. It's about understanding how different investment types can work together to support your overall financial plan.

Some investments are designed to pursue growth. Others help manage risk. Others can provide more consistent income or opportunities outside of traditional markets.

When each piece has a purpose, your portfolio is better positioned to adapt through changing markets and different stages of life.

That's why our planning process starts with your goals—and then builds an investment strategy designed to support them.