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Honors and Press

Recent Honors and Recognitions in the Press

2016

           A Top 100 Women-Led Business in Massachusetts for the 5th Consecutive Year
               ~ Boston Globe and The Commonwealth Institute (2013. 2014, 2015, 2016)
               ~ Boston Business Journal and The Commonwealth Institute (2012)

           A Top 100 Independent Financial Advisor for the 6th Consecutive Year
           (Ranked #9 in America for 2016)
              
~ Barron's

          A Top 1,200 Financial Advisor in America (Ranked #1 in Massachusetts)
               ~ Barron's

2015                                

          A Top 100 Independent Financial Advisor for the 5th Consecutive Year
          (Ranked #1 in Massachusetts for 2014 and 2015;  #8 in the USA for 2015)
               ~ Barron's                     

          A Top 100 RIA Firm
               ~ Financial Advisor 2015 RIA Ranking

          An FT 300 Top Registered Investment Adviser              
               ~ Financial Times Newspaper

          A Top 1,200 Financial Advisor in America (Ranked #1 in Massachusetts)
               ~ Barron's                                                       

 

          

See important disclosures regarding awards and recognitions.