We are extremely proud that Joseph has been named a top advisor by Barron’s, especially when evaluating our competition. Joseph was one of only three advisors, out of a total of 48 in Pennsylvania, who were not located in the greater Philadelphia or Pittsburgh areas. Barron’s is widely regarded as the premier weekly publication in the financial services industry.
The Top 1,200 Financial Advisors list is drawn from all 50 states as well as the District of Columbia. The rankings cover advisors at Wall Street firms as well as independent advisors. The criteria in selecting the advisors includes assets under management and quality of practices. Barron’s examines regulatory records, internal company documents, and extensive questionnaires filled out by the advisors themselves. In the words of Barron’s: “…these advisors have solid track records of spotting opportunity and heading off trouble.”
As always, we hope this type of independent, objective praise continues to instill confidence in our abilities to properly advise you in all aspects of your financial wellbeing. Please call us if you would like a reprint of the article published by Barron’s.
Source: Rankings – Barron’s; Number of Advisors – U.S. Bureau of Labor Statistics; Non-Philly/Pittsburgh Advisors – freemaptools.com; Criteria – Dow Jones & Co.