PLEASE JOIN JUSTABOUT WEALTH MANAGEMENT IN CELEBRATING OUR MOST RECENT AWARDS!!
We are proud to announce that Dave has been named one of AdvisorHub’s 2023 Top 100 Solo Advisors to Watch List! He is ranked #22 overall and is first in the state of Pennsylvania! AdvisorHub received nominations for their awards from over 374 firms. Advisors are ranked on:
- Scope of practice measured by assets, production and level of service;
- Growth of practice consisting of year over year growth in assets, households and production; and lastly,
- Professionalism, which includes regulatory record, community service, and team diversity.
Advisors are invited to New York in October for their annual Advisor to Watch event. We look forward to continuing to elevate our practice to new heights for our clients! Congrats, Dave!
Check out the link here:
Disclosure: The AdvisorHub Advisors to Watch rankings are created by AdvisorHub. Participation is open to all firms and advisors. 1,219 nominations were received and considered for the award. The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM. The subcategories the advisors may qualify for include: 50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered. Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
We are happy to announce that we recently received recognition for the third year in a row from Expertise.com as one of the top Financial Advisory firms in Pittsburgh! Expertise.com scored 90 Financial Advisors in the Pittsburgh area on more than 25 variables across five categories. We are proud to be one of the Top 19 firms hand-picked for their list. The five categories in their selection criteria are:
- Availability – Consistently approachable and responsive, so customers never feel ignored.
- Qualifications – Building customer confidence with licensing, accreditations, and awards.
- Reputation – A history of delighted customers and outstanding service.
- Experience – Masters of their craft, based on years of practical experience and education.
- Professionalism – Providing service with honesty, reliability, and respect.
To read the full article, and learn more about this award, please click the following link:
Best Pittsburgh Financial Advisors | Expertise
Expertise.com Disclosure: Our selection process finds the top service professionals in over 200 industries across the United States by using public databases and customer referrals to collect an exhaustive list of local businesses, checking their availability and service areas. We validate each business’ qualifications, and find providers who have gone above and beyond to educate themselves in their area of expertise. Then, we scour public records and information to determine each provider’s reputation. Every provider is analyzed based on the number of professional databases reviewing them, their average review score, and the volatility of their ratings. We do not charge any fees to companies to be included in our process. Rankings and recognition from Expertise.com are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level or performance results and such rankings should not be construed as an endorsement of the advisor.
- We are proud to announce that Dave has earned a place among Triad Advisors’ most elite financial professionals in qualifying for the 2023 Chairman’s Club. An advisor’s expertise, dedication, and insight to help support clients’ financial goals as well as hard work and commitment to the community were considered when determining who should qualify. Along with Triad Advisors’ value-packed agenda, Dave will network with other top financial professionals, Triad Advisors firm’s senior management, and strategic partners at Chairman’s Club in Ojai, CA. This is Dave’s third year earning this prestigious honor! We look forward to continuing to elevate our practice to new heights for our clients!Disclosure: Rankings and recognition are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.
We are proud to announce we have been nominated as one of the Top 5 investment firms in the Observer-Reporter’s 2021 and 2022 Best of the Best awards. For more information, please visit the following link:
http://o-rbest.comDisclosure: Rankings, nominations, and recognitions are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the financial professional.
We are proud to announce that Dave has been recognized as Five Star Wealth Manager for the seventh time! To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. The 2022 edition will come out in the July edition of Pittsburgh Magazine. Congratulations, Dave!Disclosure: Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. • The Five Star award is not indicative of the wealth managers’ future performance. • Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. • Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. • Five Star Professional is not an adviser firm and the content of this article should not be considered financial advice. • The award methodology does not evaluate the quality of services provided. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client’s evaluation. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.