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.
America’s Top 250 Wealth Advisors
Recognized among "Top 250 Wealth Advisors" nationally
America’s Top 1,200 Financial Advisors
Recognized as one of America’s leading Financial Advisors, ranking among Maryland’s Top 10 Financial Advisors
FT 400 "Top Financial Advisors"
Recognized as one of the Top 400 Investment Advisors nationally
Best-In-State - Wealth Advisors
Recognized as Maryland's 6th "Best-In-State Advisor"
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 Financial Advisors, within the country
Among one of three Independent Financial Advisors recognized within the State of Maryland
Top 100 Independent Wealth Advisors
Among 17 new national members, ranking 2nd within the state of Maryland