Our Team in the Press

Throughout our careers in the financial services industry, we have been honored to receive recognition for the services we provide to our clients and their families. Our recognition from this year is listed below, and an archive of previous years' accolades are included further down the page as well.

Forbes Best-In-State Wealth Advisors 2021

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Congratulations to James Mayer, Jr. on his selection to the 2021 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.

Mayer earns "Premier Advisor" for 4th consecutive year

Huffman designated "Premier Advisor" for 6th consecutive year

Gilliland is named 2014 Team Member of the Year*

As Seen in Forbes, October 20, 2014

IMCA - Gathering of Investment Leaders

Barron's Top Advisors Summit, September 8, 2014

Harvest for Hunger

The C(k)P® - Certified 401(k) Professional Designation, February 4, 2014

*The Team Member of the Year award is given to team members for their service and commitment to the values of the firm.

Mayer earns "Premier Advisor" for 3rd consecutive year

Huffman designated "Premier Advisor" for 5th consecutive year

Hassett Celebrates 25 Years at Wells Fargo

Huffman Attends 2013 Baron's Top Advisors Summit, September, 2013

Richards receives "Emerging Leader" Award, June, 2013

Huffman attends Annual IMCA Conference in Seattle, May, 2013

Shred It Event to Benefit Harvest for Hunger, May, 2013 

Mayer once again designated "Premier Advisor"

Huffman designated "Premier Advisor" for 4th consecutive year

Ashtabula Foundation forms alliance with Huffman-Mayer Group, November, 2012

Mayer honored with "Young Professional" Award, September, 2012

Huffman attends 2012 Barron’s Top Advisors Summit, September, 2012 

2010

Huffman designated "Premier Advisor"

Huffman attends 2010 Barron’s Top Advisors Summit, October, 2010

2009

Huffman designated "Premier Advisor"

Dan Huffman, James Mayer form wealth management group (March, 2009)