Awards and Recognition

InvestmentNews 2017 Best Practice Winner in the category of Technology

Financial Planners ranked by number of Professionals Working in the Baltimore Area by Baltimore Business Journal 2017
baltimore business journal
Financial Planning Magazine's RIA Leaders 2016
Named largest money managers by Baltimore Business Journal, 2013 and 2014

2015 Baltimore Money Manager Award Winner: James Eichelberger, CFP®®, AIF®® Founding Partner

2015 Baltimore Money Manager Award Finalist

2015 Baltimore Money Manager Award Finalist: Jennine LaCroix, CFP®®, MBA®, AIF®® Partner

Wealth managers who scored highest in overall satisfaction by Baltimore Magazine, 2011
Ranked in top tier of Assets Under Management growth  by Financial Advisor,  2010 and 2011
Named as top MD planners by Medical Economics, 2009
Honorable Mention and “sustained growth and initiative” in 3rd Annual Financial Planning Awards by CPA® Wealth Provider, January 2006