Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#96
Pennsylvania - East PA (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#10
Pennsylvania
Data provided by SHOOK® Research, LLC. Data as of 3/31/23 Source: Forbes.com (August, 2023). SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor.
#410
Source: Forbes.com (Awarded July 2020) Data compiled by SHOOK Research LLC based on time period from 3/31/19 - 3/31/20.

More on Forbes

Sep 15, 2024

Fed Rate Cut This Week: How Deep?

A Fed rate cut is a virtual certainty, but the size of the cut is still uncertain. Most easing cycles have ended in recession, but there are reasons for optimism.