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.
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...
Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023
Dalal Salomon named one of Barron’s Top 1,200 Advisors for 2023 The rankings are based on data provided by around 6,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory...
Salomon & Ludwin has been named one of RIA Channel’s Top RIA ETF Power Users
Salomon & Ludwin has been named one of RIA Channel's Top RIA ETF Power Users RIA Database® has been producing Top Advisor lists for Forbes for over 10 years. They recognize these firms for their independence, their entrepreneurial spirit, and their ability to...
Dalal Salomon named one of Forbes 2023 Top Women Wealth Advisors
Dalal Salomon Named as one of Forbes 2023 Top Women Wealth Advisors Recent studies by Wells Fargo and Vanguard show that women tend to have a more disciplined approach to investing. Not only are women more patient and trade less than men—often leading to better...
Kate Atwood, CFP®, CRPC® featured in MoneyGeek’s article, “Older Adults’ Guide to Income Streams and Money Management in Retirement”
Kate Atwood, CFP®, CRPC® featured in MoneyGeek's article, “Older Adults' Guide to Income Streams and Money Management in Retirement” “Regarding retirement, there is no "one size fits all." Retirement means something different to each person, and it's about how you...
Jeremiah Winters named one of Richmond’s Five Star Wealth Managers for 2022
Jeremiah Winters named one of Richmond’s Five Star Wealth Managers for 2022 “Daily, I get invited into people's lives to hear and learn about what they find valuable and meaningful. I get to be a part of helping them achieve these things.” - Jeremiah Winters, CFP®,...