The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.
Forbes Best in State: To review the full research methodology click here. To learn more about the Financial Times 400 Top Financial Advisers click here.
The Washingtonian Top Financial Adviser was awarded 2/25/2022 based on calendar year 2021 criteria.