Winner of the 2010 Best-in-Business IMPACT Award®, part of Schwab’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results. View winner profile and video.

Ranked nationally among top 100 independent investment advisors by Barron’s (2007; 2009; 2010; 2011)

Ranked first among Massachusetts-based advisors on Barron’s list of top 100 independent investment advisors (2009)

Ranked nationally among top 100 fee-only financial advisors by Forbes (2009)

Ranked nationally as one of top wealth managers by Wealth Manager (2009)

Ranked nationally among top 100 registered investment advisors by Financial Advisor (2008; 2009; 2010; 2011)

Ranked nationally among top 100 registered investment advisors by Registered Rep (2008)

Ranked nationally as “Top Guns” investment manager by Informa Investment Solutions (Q2 2005; Q4 2006; Q1 2007; Q2 2007; Q3 2007; Q4 2007; Q1 2008)

Ranked among top 10 Massachusetts-based advisors on Worth’s national list of top 250 wealth advisors (2008)

Ranked among “Area’s Largest Independent Investment Advisors” by the Boston Business Journal (2008; 2009; 2010)

Ranked among “FIVE STAR Wealth Managers” by Boston Magazine (2010; 2011)