“Barron’s Hall of Fame Advisor”,  inducted 2019

“Top 100 Independent Financial Advisors”  2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2008

“Top 1200 Financial Advisors”  2020, 2019, 2018, 2017, 2016, 2015, 2014, 2009

“Best in State”  2021, 2020, 2019, 2018

“Americas Top 250 Wealth Advisors”  2020, 2019, 2018, 2017

“Best-in-Business IMPACT Award” winner  2017

“Top 300 Registered Investment Advisors”  2019, 2018, 2017

“Top Registered Investment Advisors”  2020, 2019, 2018, 2017,

2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009

Details on selection criteria used to award each of these recognitions is available here