We have a long history of recognition as a leading
independent financial planner.

We are proud to be recognized by leading financial publications for our work. Our most recent recognition and awards include:

• Top RIA Firms, 2021 – Barron’s
• America’s Top Wealth Advisors, 2021 – Forbes
• Top RIAs, 2021 – Financial Advisor
• Top Firms by AUM, 2021 – Accounting Today
• Top Financial Advisors in America, 2020 – AdvisoryHQ
• Top 300 RIAs, 2020 – Financial Times

We are honored to have earned a place among such esteemed company, and we are grateful to our clients for their continued trust and partnership.