We are proud to announce that Partners in Financial Planning has been named to the Financial Times 300 Top Registered Investment Advisors (RIA) for the second year in a row. The list recognizes top independent RIAs from across the United States. We join financial advisory firms from 34 different states and Washington, D.C. The criteria for consideration for the list include advisor assets under management (AUM), asset growth, the company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. For more details and the full list of firms, visit the following link:
We are pleased to have received this honor and are thankful for our clients, who continue to partner with us to reach their financial goals.
Sincerely, The Partners in Financial Planning Team