Designations
CERTIFIED FINANCIAL PLANNNERTM
Ruth Transue and Earl Micklewright have earned the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn their CFP
® credential, Ruth and Earl completed hundreds of hours of rigorous courses and a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Accredited Wealth Management AdvisorSM, or AWMA®
Earl Micklewright has earned the Accredited Wealth Management Advisor designation. The AWMA
® is designed for advisors who want to better address the unique needs of high-net-worth clients. The program’s one-of-a-kind curriculum contains sections dedicated to behavioral finance, working with small business owners, and succession/exit planning.
Recognitions & Awards
Barron’s Top 1,200 State by State Advisors
Barron’s has recognized Ruth Transue as one of the Top 1,200 State by State advisors for 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022. This level of recognition validates their commitment to building strong relationships with her clients and helping implement strategies to help them achieve their goals.
The Barron’s top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. 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.
Forbes Best-In-State Wealth Advisors
In 2022 and 2023 Ruth Transue was named as one of the Forbes Best-In State Wealth Advisors. The Forbes Best-in-State Wealth Advisors 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.
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Forbes Top Women Wealth Advisors Best-In-State
Ruth Transue has been recognized as one of the Forbes Top Women Wealth Advisors Best-In-State 2022 and 2023. This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed. The Forbes Top Women Wealth Advisors Best-In-State 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.
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Forbes Best-In-State Wealth Advisors
In 2022 and 2023 Richard Burrows was named as one of the Forbes Best-In State Wealth Advisors. The Forbes Best-in-State Wealth Advisors 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.
*Fee paid for use of logo