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2016   Richmond Magazine Five Star 

           Wealth Manager


2016   Barron's Top 1,200 Financial 

           Advisors


2015   Medical Economics Best Financial

           Advisers for Doctors


2015   Financial Times Top 300 

           Registered Investment Advisers


2015   Dental Practice Management

           Best Financial Advisers for Dentists


2015   Voted by Virginia Living readers as 

           a top Financial Planning firm in 

           Central Virginia


2015   Barron's Top 1,200 Financial 

           Advisors


2014   Richmond Magazine Five Star 

           Wealth Manager


2014   Medical Economics Best Financial

           Advisers for Doctors

            

2014    Philadelphia Magazine Five Star
            Wealth Manager

 

2014   Dental Practice Management 
           Best 
Financial Advisers for Dentists

 

2013   Medical Economics Top 150 

           Financial Advisors for Doctors

 

2011   Richmond Magazine Five Star 

           Wealth Manager

 

2011   Medical Economics Top 150 

           Financial Advisors for Doctors

 

2010   Medical Economics Top 150 

           Financial Advisors for Doctors


2008   Worth Magazine Top 250 Financial

            Advisors


2007   Barron's Top 100 Financial Advisors


2007   Worth Magazine Top 100 Financial

            Advisors


2006   Medical Economics Top 150 

           Financial Advisors for Doctors


2005   Worth Magazine Top 250 Financial

           Advisors


2004   Medical Economics Top 150 

           Financial Advisors for Doctors


2003   Worth Magazine Top 250 Financial

           Advisors


2002   Worth Magazine Top 250 Financial
          Advisors

 

2001   Worth Magazine Top 250 Financial

           Advisors

 





   

     
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Contact

Richmond Office

9030 Stony Point Pkwy.

Suite 100

Richmond, VA 23235

804.358.2702

804.358.9436 (Fax)

 

Bethlehem Office

74 West Broad Street

Suite 320

Bethlehem, PA 18018

610.882.3882

610.882.9928 (Fax)

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