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Awards & Accolades

Forbes' Top Wealth Advisors

2016, 2017, 2018, 2019, 2020

Barron's - Top 100 Independent Advisors

2015, 2016, 2017, 2018, 2019, 2020

Forbes' - America's Top 250 Financial Advisors

2016, 2020

Washington Business Journal - Best Places to Work

2019, 2020

Financial Times - Top 300 Advisors

2015, 2016, 2017, 2019, 2020

Forbes' - Best-In-State Wealth Advisors

2018, 2019, 2020

Barron's - Top 1200 Advisors by State

2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021

Forbes' - America's Top Next Generation Wealth Advisors

2018, 2019

Working Mother's Magazine Top Wealth Advisor Moms

2019

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