Recognized as a leading advisory firm in national publications
Top Workplaces 2017
Barron’s Top 100 Independent Financial Advisors
|Cincinnati Business Courier
2016 Best Places to Work
Top 100 Women Financial Advisers
The nation’s top 250 Wealth Advisors
The nation’s top 100 Wealth Managers
The nation’s Top Registered Investment Advisory (RIA) firms
Ranked 15th in listing of top CPA Financial Planning firms
One of the fastest-growing private companies in the U.S.
The nation’s Top 150 Registered Investment Advisory (RIA) firms
Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.