Awards & Recognition

April 2020 – Stephanie Ackler named to Forbes Top Women Advisors

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"I’m honored to be included among this incredible list of women advisors. We each bring a variety of experiences and perspectives in our approach to helping clients address their needs and achieve their goals." – Stephanie Ackler

The Forbes Top Women Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

January 2020 – Stephanie Ackler named to Forbes Best-in-State Wealth Advisors

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"I am humbled to receive this accolade, which I believe represents an impressive list of professionals that come to work with one goal on their mind – helping their clients succeed." – Stephanie Ackler

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

November 2019 – Stephanie Ackler named to Working Mother’s Top Wealth Advisor Moms

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"I appreciate so much this recognition, and am humbled to be part of this incredible list of wealth advisor moms who are dedicated to the financial well-being of their clients." – Stephanie Ackler

The Working Mother’s Top Wealth Advisor Moms ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.