Our honors
Our Honors
A commitment to client excellence
that shows
Conducting our business in a way that puts our clients first is reflected in the external recognition we’ve received for providing outstanding service and expertise.
Firm-wide awards
2021
National Association of
Plan Advisors Top DC Advisor Team
2019
National Association of
Plan Advisors Top DC Advisor Team
2017
Barron’s Top 30
Institutional Consultant
2017
planadviser Top 100 Retirement Plan Advisers
2016
Barron’s Top 30
Institutional Consultant
2015
Barron’s Top 30
Institutional Consultant
2011
PLANSPONSOR magazine Retirement Plan Advisor Team of the Year
Individual advisor awards
2020
Christopher Foster,
The Financial Times Top Financial Adviser
2020
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
2019
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
2018
Caroline Wetzel,
Natural Nutmeg Magazine: 10Best Life/Business Coach
2018
Amber Kendrick,
NAPA Top Women Advisors: All Stars
2017
Amber Kendrick,
NAPA Top Women Advisors: All Stars
2016
Chris Foster,
NAPA Top 50 Plan
Advisors Under 40
2016
Amber Kendrick,
NAPA Top Women Advisors: All Stars
2015
Amber Kendrick,
NAPA Top Women Advisors
2015
Phil Fiore,
Barron’s Top
1,200 Financial Advisor
2014
Phil Fiore,
The Financial Times Top Financial Adviser
For additional information on the application and selection process for these awards, please visit our third-party recognition disclosures.