We have a long history of recognition as a leading
independent financial planner.

We are proud to be recognized by leading financial publications for our work. Our most recent recognition and awards include:

• 100 RIAs to Watch (David Peltz), 2023 – AdvisorHub
• Top Firms by AUM, 2023 – Accounting Today
• Best-In-State Wealth Advisors (David Peltz, Hannah Woolley, Joshua Peltz, Zachary McGill- NYC), 2023 – Forbes
• Top Women Wealth Advisors Best-In-State (Hannah Woolley – NYC), 2023 – Forbes
• Top RIAs, 2023 – Financial Advisor
• Top 100 RIA Firms, 2023 – Barron’s

for

• Top RIA Firms, 2022 – Forbes

We are honored to have earned a place among such esteemed company, and we are grateful to our clients for their continued trust and partnership.