National Recognition
Worth Magazine
Recognized as one of the Nation's Top 250 Wealth Advisors. We have made the same list 10 times previously, including in years where the list was limited to 60 and 100 advisors. 2008 was the last year Worth magazine recognized top advisors.
Medical Economics
Recognized as one of the 150 best financial advisors for doctors. We have received this distinction since the inception of these rankings in 1998. This recognition is only given once every two years.
Bloomberg Wealth Manager
Recognized as one of the "Top Dogs" in the investment advisory business. We have received this distinction since the inception of these rankings in 2002.
Financial Advisor Magazine
Recognized as one of the top registered investment advisors in the industry. We have received this distinction since the inception of these rankings in 2005.
Barrons
Recognized as one of the top 100 independent registered investment advisors.
We have also been Featured in several articles and books:
Insite Magazine
August 2009: Top Money Tips for Doctors
March 2009: Investing What Do We Do Now?
Morningstar
In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners
Featured in the chapter, "The Niche Planner"
Ratings are assigned by the publications, based on their own proprietary methodologies. Ratings are not representative of any one client's experience, as they reflect an average of all experiences of our clients. Where investment performance information was a factor in determining a rating, that rating should not be taken as indicative of future investment performance.