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 2025 Top 100 Solo Advisors to Watch List! He is ranked #34 overall! This is the third consecutive year he has received this recognition! AdvisorHub received nominations for their awards from over 339 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:
https://www.advisorhub.com/advisors-to-watch-solo-2025
Disclosure: The 2025 AdvisorHub “Advisors to Watch” award was announced in June 2025. Data as of 12/31/2023 and 12/31/2024 was provided and considered for this award. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. 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 happy to announce that we recently received recognition for the fifth year in a row from Expertise.com as one of the top Financial Advisory firms in Pittsburgh! Expertise.com scored many Financial Advisors in the Pittsburgh area on more than 25 variables across five categories. We are proud to be one of the Top 18 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: Best Financial Advisors in Pittsburgh award issued by Expertise.com on 2/12/26 for calendar year 2025 was awarded to Best Financial Advisors in Pittsburgh. The financial professional was nominated for the recognition. Criteria used to determine the winner(s) includes 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. 18 people were selected for this honor. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client 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.



http://o-rbest.comDisclosure: The Best of the Best Awards issued by Observer-Reporter on 8/14/25 for the 2025 year was awarded in the Investment Firm category. The financial professional was nominated for the recognition. Nominees were voted upon by the local community with the top 3 vote receivers being recognized. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client 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 proud to announce that Dave and Brian have been recognized as Five Star Wealth Managers! This is Dave’s tenth time and Brian’s first time being recognized! 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 2026 edition is out in the July edition of Pittsburgh Magazine. Congratulations, Dave and Brian! Disclosure: The FIVE STAR Wealth Manager list, awarded in June 2026, is created by Crescendo Business Services LLC. It includes less than 9% of 2,133 wealth managers in the Pittsburgh area in 2026.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. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com.

