2025 Forbes Best-in-State Wealth Management Teams*
2025 Five Star Wealth Managers**
We believe this award reflects the trust our clients have placed in us to help them achieve their investment goals.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
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Deciding how, and where, you’ll spend your retirement years may be challenging, but getting your savings plan in shape shouldn’t be. That’s why we do what we do.
Children go to college, people retire gracefully, young couples move into their first homes, businesses start, grandchildren are cared for and people achieve a quality of life they thought they couldn’t have.
Our work helps influence all these things.
We help you celebrate weddings, graduations, birthdays, bar mitzvahs, and baptisms. We comfort grieving families. We help you through the stress of disappointment and the benefits of success. We help give you advice when you shoulder the burden—and experience the joy—of caring for Mom and Dad.
We strive to ask the right questions, know how to listen carefully for the answers and make complicated things clearer.
People need someone to put their interests first. For many, we are that someone. Some believe our work is all about money. But it’s not. It’s about integrity, trust, respect and friendship.
That’s why we do what we do, for you.
Don’t aspire to make a living, aspire to make a difference. - Denzel Washington
Our Difference
WE CARE...WE LISTEN... to what is most important to you and your family. We believe in getting to know you and treating you like members of our family. We strive to develop long-term relationships based on mutual trust and respect and are dedicated to offering you the highest level of personal service along with an uncompromising commitment to integrity.
Credentials & Accolades
** Five Star Wealth Manager Award
James Pomfret has earned the Five Star Wealth Manager Award in 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024 and 2025 as published in Baltimore Magazine and with ad appearing in the Wall Street Journal** Read More
Sarah Telljohann has earned the Five Star Wealth Manager Award in 2023, 2024 and 2025 as published in Baltimore Magazine and with ad appearing in the Wall Street Journal* Read More
Sarah Telljohann has earned the Five Star Wealth Manager Award in 2023, 2024 and 2025 as published in Baltimore Magazine and with ad appearing in the Wall Street Journal* Read More
2025 Forbes Best-In-State Wealth Management Team
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View additional disclosures
Chartered Life Underwriter® (CLU®)
James Pomfret has earned his Chartered Life Underwriter® (CLU®) professional designation. The CLU® demonstrates; an in-depth knowledge of life insurance underwriting concepts and life insurance law within the context of overall risk management, the necessary knowledge to help clients address their estate planning needs, and an understanding of solutions addressing the life insurance underwriting needs of business owners and professionals.
Chartered Financial Consultant (ChFC®)
James Pomfret and Sarah Telljohann have earned their Chartered Financial Consultant designation. A Chartered Financial Consultant is a professional designation representing the completion of comprehensive coursework, examinations and practical experience on advanced financial topics such as estate planning and employee benefits planning.
Accredited Investment Fiduciary (AIF®)
James Pomfret has earned the Accredited Investment Fiduciary (AIF®) Designation. This professional certification demonstrates he serves as an investment fiduciary with legal responsibility for managing somebody else's money, such as a member of the investment committee of a charity.
CERTIFIED FINANCIAL PLANNNER®
Sarah Telljohann has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn her CERTIFIED FINANCIAL PLANNER®, Sarah completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Dedicated to integrity, professionalism and service.
* 2025 FIVE STAR WEALTH MANAGER
This award was issued on 1/1/25 by Five Star Professional (FSP) for the time period 4/10/24 through 10/31/24. The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2389 Baltimore-area wealth managers were considered for the award; 254 (11% of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
This award was issued on 01/01/24 by Five Star Professional (FSP) for the time period 04/10/23 through 10/31/23. 2,149 Baltimore-area wealth managers were considered for the award; 259 (12% of candidates) were named 2024 Five Star Wealth Managers.
This award was issued on 01/01/23 by Five Star Professional (FSP) for the time period 04/18/22 through 10/21/22. 2,126 Baltimore-area wealth managers were considered for the award; 256 (12% of candidates) were named 2023 Five Star Wealth Managers.
This award was issued on 1/1/2022 by Five Star Professional (FSP) for the time period 5/1/2021 through 11/12/2021. 2,078 Baltimore area wealth managers were considered for the award;260 (13 percent of candidates) were named 2022 Five Star Wealth Managers.
This award was issued on 1/1/2021 by Five Star Professional (FSP) for the time period 4/1/2020 through 11/13/200. 12,029 Baltimore-area wealth managers were considered for the award; 237 (12% of candidates) were named 2021 Five Star Wealth Managers.
This award was issued on 01/1/2020 by Five Star Professional (FSP) for the time period 04/1/2019 through 11/13/2019. 1,898 Baltimore wealth managers were considered for the award; 234 (12% of candidates) were named 2020 Five Star Wealth Managers.
This award was issued on 01/1/2019 by Five Star Professional (FSP) for the time period 04/19/2018 through 11/7/2018. 1,865 Baltimore wealth managers were considered for the award; 265 (14% of candidates) were named 2019 Five Star Wealth Managers.
This award was issued on 01/1/2018 by Five Star Professional (FSP) for the time period 04/21/2017 through 11/6/2017. 1,759 Baltimore wealth managers were considered for the award; 232 (13% of candidates) were named 2018 Five Star Wealth Managers.
This award was issued on 12/1/2016 by Five Star Professional (FSP) for the time period 03/26/2016 through 11/11/2016. 1,093 Baltimore wealth managers were considered for the award; 355 (32% of candidates) were named 2017 Five Star Wealth Managers.
This award was issued on 12/1/2015 by Five Star Professional (FSP) for the time period 06/16/2015 through 11/9/2015. 1,215 Baltimore wealth managers were considered for the award; 356 (29% of candidates) were named 2016 Five Star Wealth Managers.
This award was issued on 01/1/2015 by Five Star Professional (FSP) for the time period 06/16/2014 through 11/9/2014. 1,749 Baltimore wealth managers were considered for the award; 412 (24% of candidates) were named 2015 Five Star Wealth Managers.
This award was issued on 01/1/2014 by Five Star Professional (FSP) for the time period 06/16/2013 through 11/9/2013. 1,484 Baltimore wealth managers were considered for the award; 395 (27% of candidates) were named 2014 Five Star Wealth Managers.
This award was issued on 01/1/2013 by Five Star Professional (FSP) for the time period 06/16/2012 through 11/9/2012. 1,490 Baltimore wealth managers were considered for the award; 448 (30% of candidates) were named 2013 Five Star Wealth Managers.
This award was issued on 01/1/2012 by Five Star Professional (FSP) for the time period 06/16/2011 through 11/9/2011. 1,470 Baltimore wealth managers were considered for the award; 262 (18% of candidates) were named 2012 Five Star Wealth Managers.