This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
This year, our very own David B. Armstrong, CFA and Dean J. Catino, CFP®, CPWA® made it onto the coveted list! The two co-founders share an entrepreneurial and renegade spirit, which got them to where they are today.
Our advisors stood out among the rest because of our work with our clients. There is simply no substitute for sitting down with people who know how to listen, and can help you co-create a plan that’s yours and yours alone. We don’t pay lip service to what sounds good. We go with what works for you. Every time.
We take a collaborative, creative, customized approach to turning a wealth of ideas and resources into a blueprint that represents the life you want to live.
Each advisor on this list is chosen from criteria based on in-person interviews, compliance records, industry experience, assests under management, and revenue produced.
We are happy to see the world recognizing our passionate, hard-working advisors for their work with our clients.