Our Team Has Been Given the Award of Top RIA Team of the Year (Under 10 Advisors)!

A few of our team members traveled to NYC this past week for an awards ceremony held by Investment News. We had been nominated for Top RIA team of the year (under 10 advisors) and we are thrilled to have won! We have some tough competition! To see the full winner's list, click on the link below!

https://www.investmentnews.com/in-awards/news/revealed-2024-investmentnews-awards-winners-254660