We are honored to have been listed in Barron's 2020 list of America's Top Financial Advisors (click to view), this makes it 12 consecutive years in their listing. In the state-by-state breakdown we are listed as #12 in Washington State. This could not happen without the continued support of our clients. We do not take your trust lightly, especially during these turbulent times. We look forward to serving you all in the years ahead!
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.