Ted Halpern, Melissa Sotudeh, and Aaron Clarke Named 2022 Washingtonian Top Financial Advisers
We are proud to announce that three of our distinguished advisors were named 2022 Washingtonian Top Financial Advisers.
To arrive at the names of the area’s 375 top financial advisers—the fee-only financial planners, fee-based advisers, estate attorneys, tax accountants, and insurance advisers marked with a “Top Financial Advisor” tag—The Washingtonian distributed surveys to hundreds of people who work in the local financial industry. They asked them whom they would trust with their own money. They also did their own research, consulting industry experts and publications. The “Top Financial Advisor” names on this list are the people who received the strongest recommendations.
We work hard to maintain a reputation of excellence as premier wealth management providers and thank our peers as well as the Washingtonian for recognizing us in this way. We strive to remain a top-ranking wealth management firm by continuing to focus on what is most important—our clients and their ongoing success.
Find out more about how the top advisers are chosen at the Washingtonian link below.