Forbes Best-In-State Wealth Advisors 2020
Congratulations to James Mayer, Jr. on his selection to the 2020 Forbes Best-In-State Wealth Advisors. Click here to view the listing.
The Forbes Best-In-State Wealth 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.
Our People
Our office consists of a fully integrated team of financial professionals, with a cumulative total of over 150 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA.
Our Accolades
Year after year, we continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors, Forbes, Barron's, and others. We believe recognitions like these are only possible because of our clients.
Our Process
Over the past three decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.