In 2026, we were proud to share that we again were named a Forbes Best-In-State Wealth Management Team for the fourth consecutive year!
Our team considers it a tremendous honor to have received this recognition each year since its initial release in 2023. In 2026, we were one of 91 advisory groups included from the Western Pennsylvania region and were listed among 6,150 teams nationwide.
It is our goal to continue to garner this national acknowledgment every year, and that is only possible thanks to the people we work with - our amazing clients. Thank you for the trust you continue to place in our group. You are the backbone of what we do, and we look forward to many, many more good years ahead!
This recognition adds to our list of recent achievements. On top of our continued team awards, Ryan also has been designated a Forbes Best-In-State Next Gen Advisor each of the last two years. Dennis set the bar for our team in 2020 when he was named to the Forbes Best-In-State Wealth Advisors List. We continue to stress that the word team makes this accomplishment especially exciting. We operate as a total team, and this award is a testament to the hard work each of us puts in day-in and day-out.
