We all want the same things: to live well today, prepare ourselves for uncertainty in the future and provide for those we love.
Our advisors are passionate about doing the right things, and that has made all the difference to our clients.
We think that is among the reasons Tom has been recognized for the ninth time as one of Barron’s Top 1,200 Financial Advisors and for the third time by Forbes/Shook Research as one of their Best-in-State Wealth Advisors. He remains Lake, Sumter and Marion County’s only Barron’s and Forbes recognized advisor.
The Barron’s ranking takes into consideration quality of practice, assets under management, revenues, and philanthropic work, and recognizes advisors demonstrating exceptional performance, professionalism, client service and community involvement.
The listing reflects performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility.
The Forbes’ ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence
interviews, and quantitative data. Those advisors who are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
We thank you for your trust and ongoing support and look forward to many productive years of working together.