Barron's Top 1,200 Financial Advisors

We are proud to share that Michael Porter has been recognized as a Top 1,200 Financial Advisor by Barron's
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Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®, Executive Vice President / Wealth Management, Financial Advisor, has been named to the Barron’s Top 1,200 State by State Advisors list. “Congratulations to Mike who has been recognized as one of

the best advisors in country by Barron’s. He has shown a commitment to helping his clients achieve their financial goals and demonstrate the values of our firm on a daily basis. We’re proud to support Mike with the resources and tools they need to deliver personalized, comprehensive wealth management advice,” said Kevin Reed, President of the firm’s Private Client Group.

The rankings are based on data provided by around 6,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.

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