Industry Recognition

We are widely recognized within the wealth management and retirement planning industries.

Barron’s Top 100 RIA Firms

2020 - 2022

FA Magazine America's Top RIAs

2022

InvestmentNews Best Places to Work for Financial Advisors

2020 -2022

Barron’s Top 100 Institutional Consulting Teams

2022

Crain’s Cleveland Business Investment Adviser

2022

The National Association of Plan Advisors (NAPA) Top DC Multi-Office Advisor Team

2019 -2021

PLAN ADVISER Top 100 Retirement Plan Adviser

2021

NAPA Top Retirement Plan Advisors Under 40

2021, 2019

Financial Times Top 300 Registered Investment Advisers

2015 -2020

401(k) Specialist Top Advisor by Participant Outcomes

2018

Additional Awards

  • 2022 PLANADVISER Top Retirement Plan Adviser
  • 2020 Best Marketing Campaign, Family Wealth Report
  • Crain’s 2019 Notable Women in Banking and Finance

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.