Our Team
Led by Susan Kaplan, CFP, MBA, our dedicated team drives our culture and investing approach.
Barron's Top 100 Financial Advisors 2025 is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
