Broker Check

Paul has been consistently recognized since 2009 as a leader in the financial services industry. "One professional cannot do it all." With our unique team approach, these achievements extend to our entire firm. Our greatest accomplishment, though, comes in helping each and every client reach for their financial goals. Here are some of the accolades from over the years:  


Named to Barron's "America's Top Advisor Rankings" from 2009-2021
#9 in Washington as of 2021

(This list included 1,000 advisors from 2009-2013 and changed to 1,200 advisors from 2014-2021)

Please Click Here to View Barron's Methodology


Named by Forbes as One of "America's Top 250 Wealth Advisors" from 2016 - 2021
#175 in America as of 2021

Please Click Here To View Forbes' Methodology 


Named to Forbes List of Best-In-State Wealth Advisors in 2018 - 2021
#3 in Washington State as of 2021

Please Click Here to View Forbes' Methodology for 2018
Please Click Here to View Forbes' Methodology for 2019
Please Click Here to View Forbes' Methodology for 2020
Please Click Here to View Forbes' Methodology for 2021



Named to Financial Times' Top 400 Advisers Ranking for 2017 & 2018

Please Click Here to View the Financial Times Methodology for 2017
Please Click Here to View the Financial Times Methodology for 2018



 

Named by Barron's as One of the "America's Top 100 Independent Financial Advisors" in 2009
#93 in America in 2009

Please Click Here to View Barron's Methodology




*Barron’s: Top 100 Independent Financial Advisors:
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. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

*The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms, regulatory disclosures, and research conducted on behalf of the Financial Times by Ignites Research, a Financial Times sister publication. The listing reflects each advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

*Disclosure: 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.