Our team and our Advisors have been honored for our commitment to exceptional client service and trusted financial advice. Our team brings together seasoned Advisors and 2 CERTIFIED FINANCIAL PLANNERS™, leveraging extensive industry experience to craft personalized strategies that help meet your unique goals. We believe we are recognized for our dedication to providing insightful, client-centered guidance—backed by the full strength and experience of our practice.
Team
2023
Forbes Best-in-State
Wealth Management Team
2024
Forbes Best-in-State
Wealth Management Team
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Edward Prewitt, CFP®
2014
Barron’s Top Advisors
2015
Barron’s Top Advisors
2022
Barron’s Top Advisors
2017
Forbes Top
Wealth Advisors
2018
Forbes Best-in-State
Wealth Advisors
2019
Forbes Best-in-State
Wealth Advisors
2020
Forbes Best-in-State
Wealth Advisors
2021
Forbes Best-in-State
Wealth Advisors
2022
Forbes Best-in-State
Wealth Advisors
2023
Forbes Best-in-State
Wealth Advisors
2024
Forbes Best-in-State
Wealth Advisors
Max Mahler, CFP®
2018
Forbes Top Next-Gen
Wealth Advisors
2019
Forbes Top Next-Gen
Wealth Advisors
2021
Forbes Top Next-Gen
Wealth Advisors
2022
Forbes Top Next-Gen
Wealth Advisors
2022
Forbes Best-in-State
Wealth Advisors
2023
Forbes Best-in-State
Wealth Advisors
2024
Forbes Best-in-State
Wealth Advisors
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2022: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com).
2021: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com).
2020: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com).
2019: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).
2018: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 6/30/17 (Source: Forbes.com).
2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2021: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 – 3/31/21 (Source: Forbes.com).
2020: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 – 3/31/20 (Source: Forbes.com).
2019: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com).
2018: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18 (Source: Forbes.com).
2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron’s based on the time period from Oct. 2020 – Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2015: Awarded February 2015; Data Compiled by Barron’s based on the time period from Oct. 2013 – Sept. 2014 (Source: Barrons.com).
2014: Awarded February 2014; Data Compiled by Barron’s based on the time period from Oct. 2012 – Sept. 2013 (Source: Barrons.com).
2017 Forbes Top 250 Wealth Advisors: Awarded September 2017; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 – 06/30/17 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
