Honors & Awards
Ralph is honored to be named as:
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).
Wells Fargo Advisors Platinum Council 2024-2026:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
Wells Fargo Advisors Platinum Council 2013,2014, 2017, 2018, 2021-2023:
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
2025 Five Star Wealth Manager
The Five Star Wealth Manager award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/24/2025 through 08/01/2025. Fee paid for use of marketing materials. 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. 1353 Richmond-area wealth managers were considered for the award; 63 (5 % of candidates) were named 2025 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
2024 Five Star Wealth Manager
This award was issued on 11/01/2024 by Five Star Professional (FSP) for the time period 02/13/2024 through 08/30/2024. 1223 Richmond-area wealth managers were considered for the award; 74 (6 % of candidates) were named 2024 Five Star Wealth Managers.
2023 Five Star Wealth Manager
This award was issued on 11/1/23 by Five Star Professional (FSP) for the time period 2/13/23 through 8/31/23.1,095 Richmond-area wealth managers were considered for the award; 67 (6% of candidates) were named 2023 Five Star Wealth Managers.
2022 Five Star Wealth Manager
This award was issued on 11/1/22 by Five Star Professional (FSP) for the time period 2/28/22 through 8/26/22.1041 Richmond-area wealth managers were considered for the award; 69 (7% of candidates) were named 2022 Five Star Wealth Managers.
2021 Five Star Wealth Manager
This award was issued on 11/1/21 by Five Star Professional (FSP) for the time period 2/8/21 through 9/10/21. 937 Richmond-area wealth managers were considered for the award; 67 (7% of candidates) were named 2021 Five Star Wealth Managers.
2020 Five Star Wealth Manager
This award was issued on 11/1/20 by Five Star Professional (FSP) for the time period 3/2/20 through 9/25/20. 873 Richmond-area wealth managers were considered for the award; 69 (8% of candidates) were named 2020 Five Star Wealth Managers.
2019 Five Star Wealth Manager
This award was issued on 11/1/19 by Five Star Professional (FSP) for the time period 2/25/19 through 10/7/19. 979 Richmond-area wealth managers were considered for the award; 77 (8% of candidates) were named 2019 Five Star Wealth Managers.
2014 Five Star Wealth Manager
This award was issued on 10/1/14 by Five Star Professional (FSP) for the time period 5/6/14 through 9/30/14.1242 Richmond-area wealth managers were considered for the award; 187 (15% of candidates) were named 2014 Five Star Wealth Managers.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you