News & Recognition
We are sincerely honored that our community and industry peers recognize our work as top notch. We are grateful to do the work we love!
Being invited to share our thoughts by national and local media outlets is also a privilege.
Recognition
Please click on each Recognition for Important Disclosure Information and Methodology specifically related to that award.
Dalal Salomon Named #2 in Virginia – South, on Forbes 2024 Best in State Wealth Advisors.
Dalal Salomon Named #2 in Virginia - South, on Forbes 2024 Best in State Wealth Advisors. Forbes and SHOOK Research believe that clients are oftentimes better served by local representation. For example, a Houston-based investor who made her fortune in oil may prefer...
Dalal Salomon Named one of Barron’s Top 1,200 Advisors for 2024
Dalal Salomon Named one of Barron’s Top 1,200 Advisors for 2024 Salomon & Ludwin is proud to share that Dalal Salomon was selected #1 in Richmond and #9 in Virginia as part of Barron's Top 1,200 Financial Advisors. "At S&L, we use a team approach. We believe...
Dalal Salomon Named as one of Forbes 2024 Top Women Wealth Advisors
Dalal Salomon Named as one of Forbes 2024 Top Women Wealth Advisors A recent study by Fidelity reports that one of women’s “financial superpowers” is that they are more apt to stay the course during market volatility than men. The eighth annual ranking of Forbes/SHOOK...
Jeremiah Winters in MoneyGeek The 401(k): Retirement Fund Basics
Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “The 401(k): Retirement Fund Basics” “I advise everyone to contribute to their 401(k), at least up to the company match, because any matching funds are like a pay increase. Don’t leave...
Jeremiah Winters in MoneyGeek Financial Independence for Women
Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “Insight on Financial Independence for Women” “I think the most unique financial challenges that women face are longevity risks coupled with the potential need for long-term care.” Read...
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans”
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans” “Spending or saving every dollar is never a good idea since you are working and earning income. You should enjoy your hard work now but have a plan to save what is...
Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023
Dalal Salomon named one of Barron’s Top Women Financial Advisors for 2023 Barron's published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise the bar for industry standards. Advisors who wish to be ranked complete a...
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance”
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, "How to Determine Your Debt Tolerance" “If a person finds themselves in a scenario where they are carrying debt over a period (such as credit card balances), it is important to create a plan for how to...