Awards & Recognition

Forbes Best-in-State Wealth Advisors: 2026 Best-in-State Wealth Advisors ranking was issued by Forbes on 04/11/2026 for the period covering 06/30/2023-06/30/2027. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please visit www.forbes.com.  Craig Beden was recognized on 01/15/2026 by Washingtonian as a Top Financial Adviser in 2026. This award covers the time period from 01/15/2024-01/15/2027 and is based on peer survey votes. This is not an endorsement or indicative of future performance of the financial adviser. A fee was not paid for consideration. Click here to view the criteria. Craig Beden and Maryann Keith were recognized on 05/27/2025 by Northern Virginia Magazine for the 2025 Top Financial Professional list. This award covers the time period from 09/02/2025 to 09/02/2026 and is based on peer survey votes. This is not an endorsement or indicative of future performance of the financial adviser. A fee was not paid for consideration. Click here to view the criteria. 2025 Five Star Wealth Manager award was issued to Craig Beden by Five Star Professional (FSP) on 10/15/2025 for the period covering 01/15/2025 through 08/01/2025. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.

CRN202704-10841798