Awards & Recognition

Handshake

Barron's named The Optimal Service Group one of the Top 30 Institutional Consulting Teams* every year since the ranking's inception in 2015.

Joseph W. Montgomery, CFP®, AIF®

Managing Director - Investments

Jospeh W. Montgomery, Barron's Conference
  • Recipient of the 2017 Gerald R. Ford Legends Award
  • Barron's - Top 100 Financial Advisors in America, 2004 - 2020
  • Barron's Advisor Hall of Fame - 2019
  • Financial Times -Top 400 Advisers, 2013, 2014, 2017 - 2019
  • Forbes - Best in State Wealth Advisors, 2019, 2020
  • Forbes - Top 100 Wealth Advisors, 2016 - 2018
  • Forbes - Top 250 Wealth Advisors, 2019, 2020

*Click here to see IMPORTANT recognition disclosure information