2025 Forbes Best-in-State Wealth Management Teams*
2025 Five Star Wealth Manager**
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. Fee paid for use of marketing materials.
Don’t aspire to make a living, aspire to make a difference. - Denzel Washington
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.
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
2025 Forbes Best-In-State Wealth Management Teams
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). View additional disclosures
Chartered Financial Consultant (ChFC®)
CERTIFIED FINANCIAL PLANNNER®
Dedicated to integrity, professionalism and service.
** This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. 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. 2389 Baltimore-area wealth managers were considered for the award; 254 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 2,149, 259, 12%, 1/1/24, 4/10/23 - 10/31/23; 2023: 2126, 256, 12%, 1/1/23, 4/18/22 - 10/21/22. 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 (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA 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. Visit www.fivestarprofessional.com