Awards and Recognition

We are especially proud of the recognition we have received from the industry, our peers, leading financial publications, and the community for our commitment to excellence.

Spotlighted Recent Awards:


   Erin Botsford Named 2016 Barron’s Top 100 Independent Financial Advisors

3 women riding racing bikes with banner reading "The Top 100 Women Financial Advisors"

    Botsford Named 2016 Barron’s Top 100 Women Financial Advisors


2015 & 2016 Investment News ‘Best Practices’ Award Winner

Erin T. Botsford in a Barron's article

         Barron’s Magazine Interview

5 Star Image

      Five Star Wealth Manager Awards


Barron’s Top 100 Women Financial Advisors (2008, 2010, 2012, 2014, 2015 and 2016) are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

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