Awards & Recognition
Please join us in honoring our President & CEO, Edward G. Sella, CPA/PFS, CFP® for his perseverance and continued dedication in helping to meet the individual financial challenges of our diverse investment family.
Best-In-State - Wealth Advisors
Recognized as Maryland's 5th (2019) and 6th (2018) "Best-In-State Advisor"
America’s Top 1,200 Financial Advisors
Recognized as one of America’s leading Financial Advisors, ranking among Maryland’s Top 10 Financial Advisors
Top 100 Independent Financial Advisors
Among Barron's Best Independent Financial Advisors, recognized within the State of Maryland
FT 400 "Top Financial Advisers"
Recognized as one of the Top 400 Investment Advisers nationally
America’s Top 250 Wealth Advisors
Recognized among "Top 250 Wealth Advisors" nationally
America's Top 200 Wealth Advisors
Recognized as one of Forbes 2016 Top 200 Wealth Advisors nationally
Top 1,000 Advisors
Recognized as ranking 6th within the state of Maryland among Barron’s “Top 1,000 Advisors”
Top 100 Independent Wealth Advisors
Among 17 new national members, ranking 2nd within the state of Maryland