Edge 401k Funds President Tom Ruggie, has been named to Barron’s list of America’s Top 1,200 Advisors: 2015. This is the third time he has earned this distinction (being named formerly to the list of America’s Top 1,000 Advisors in 2009 and 2013), in his role as founder and CEO of Ruggie Wealth Management.
Barron’s publishes its Top 1200 Advisors by State compilation every February to recognize advisors demonstrating exceptional performance, professionalism, client service and community involvement. Among the factors the “Barron’s Top 1,200 Advisors” ranking takes into consideration are quality of practice, assets under management, revenues, and philanthropic work.
“It’s an honor to be counted among Barron’s Top Advisors,” said Tom, of the prestigious listing which recognizes both an elite group of independent financial professionals and large wirehouses.
“We take our fiduciary responsibility very seriously. Our team makes decisions with our client’s best interests in mind, and we are committed to serving each one with the highest standards of integrity and care. At Edge 401k Funds, we offer a unique service to help clients achieve their financial goals.”
Edge 401k Funds is headquartered in Winter Park, FL, and Ruggie Wealth Management has offices in Tavares, Winter Park, and The Villages.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Ruggie Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Ruggie Wealth Management by any of its clients. Rankings published by magazines, and others, may base their selections on information prepared and/or submitted by the recognized adviser.