Awards & Recognition

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

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Awards & Recognition

Joseph W. Montgomery, CFP®, AIF®

Joseph W. Montgomery, CFP^®, AIF^®