Broker Check

Named to Barron's 2017 list of America's Top Financial Advisors

| March 07, 2017

We are honored to announce that Barron's has named us on their list of Top Financial Advisors for the 9th consecutive year. This year's state-by-state ranking puts us within the top 15 advisors in Washington State and represents the top 1% of advisors nationally. This would not be possible without the trust and support of our clients and for that we would like to thank you!


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.