Broker Check

Named by Barron's as one of America's Top Advisors for 2016

| March 06, 2016

We are honored that Barron's has just selected us as one of "America's Top 1,200 Financial Advisors" for 2016. The ranking puts us within the top 20 in Washington State and top 1% in the country. This is our 8th year for this prestigious honor. We would like to thank our clients for your continued trust and support.


Disclosure: Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.

Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.