2019 Barron’s Top Independent Advisors

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September 13, 2019

Dalal Salomon was named a “2019 Top Independent Wealth Advisor” by Barron’s

Salomon & Ludwin recently transitioned from one of many teams at a brokerage firm to an Independent Registered Investment Advisor. We believe this allows us more freedom and flexibility to accomplish our fiduciary duty to clients. We are proud that our level of service remained high during this change. 

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Methodology:

Criteria for the Barron’s 2019 Top Independent Advisors was based on filtered nominations from investment, insurance banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Portfolio performance is not a criterion because most advisors do not have audited track records.

 

Neither Salomon & Ludwin, nor any of the firm’s employees paid a fee to Barron’s in exchange for the recognition. 

 

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