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|BBB of Western Virginia is dedicated to fostering honest and responsive relationships between businesses and consumers.|
|The nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.|
|The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.|
|The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants.|
|The Virginia Society of Certified Public Accountants is the professional organization for all Certified Public Accountants in Virginia.|
|The Personal Financial Specialist Credential is available exclusively to CPA members of the AICPA who offer personal financial planning services.|
The MD Preferred Service Award is presented to highly qualified Financial Advisors that are Fee For Service Fiduciaries who provide a superior service experience, maintain high ethical standards, employ cutting edge technology and demonstrate a commitment to meeting the special needs of physicians and medical executives.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.