WE ARE ELEVATING THE WAY PEOPLE EXPERIENCE WEALTH
AWARDS
Highlights of notable achievements and honors received over the years.
100 Top Financial Advisors of 2023
Issued by Investopedia · Jul 2023
Top Black Leaders in Wealth Management
Issued by Wealth Solutions Report · Feb 2022
4 Around 40 Award
Issued by Madera Chamber of Commerce · Jan 2022
100 Top Financial Advisors of 2021
Issued by Investopedia · Jan 2021
100 Top Financial Advisors of 2020
Issued by Investopedia · Jan 2020
Young Advisors To Watch In 2020
Issued by Financial Advisor Magazine · Jan 2020
PRESS
“Our insights and expertise have been featured in leading financial publications.”
FEATURES
“The industry collectively needs to come together to figure out what we can do.”
“It’s just the Wild West out here; there’s a lot of regulation, but then there’s no regulation.”
Entrepreneur’s Inner Game EP. 95: The Mindset Shift to Skyrocket
Your Success with Emlen Miles-Mattingly
Hosted by: Nina Cooke
InvestmentNews – April 28, 2022
Financial Planning – April 28, 2022
BusinessWire – April 28, 2022
NASDAQ TradeTalks – April 26, 2022