We Love To Work With Women Clients, And It Shows!


We’re thrilled and honored to share that we’ve been singled out to receive the prestigious Women’s Choice Award® for Financial Advisors and Firms for the fifth consecutive year, spotlighting our firm’s commitment to women. Numbers show that only 20% of women investors have a financial advisor, but 70% would like to work with one.

The Women’s Choice Award for financial advisors is the premier recognition award earned by advisors who are committed to the women’s market and are providing the highest level of quality service to their clients.

Achieving this award reaffirms our commitment to providing clients with extraordinary service as we address the special financial needs of women and their families.

Women earn less, live longer, spend more time away from work, and need more money in retirement than men. They desperately need access to objective, smart and unbiased financial advice so they can live their lives to the fullest and meet their financial goals.

In prior years, Women’s Choice Award® Financial Advisors and Firms represented less than 1% of financial advisors in the U.S.  The award is based on an exceptional customer service experience, knowledge, overall satisfaction and other criteria.

If you have family, friends or colleagues who could benefit from working with a dedicated financial advisor like us, please let us know. It would be our absolute pleasure to offer them the same level of service and commitment.


The Women’s Choice Award® Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The Women’s Choice Award Financial Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award Financial Advisors.  The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee as to future investment success.

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