Coaches
Board Members
A CNBC Financial Advisor 100 Firm Since 2020
The CNBC Financial Advisor 100 ranks the top 100 financial advisory firms in the United States. Woodley Farra Manion Portfolio Management ranked #1 in 2022, and this year we’re honored to rank #6. The selection process begins with more than 40,000 registered investment advisory firms and weighs a range of factors, including assets under management, years in business, and each firm’s regulatory and compliance record. Given our philosophy and approach, we’re especially proud to be consistently recognized for our expertise in the safekeeping and betterment of our clients’ assets.
Our Philosophy
The safekeeping and betterment of our clients assets is more important to us than our own return on investment. We can’t say it enough: We’re in this for the long run. We’ve weathered many market ups and downs over the years and coached our clients through them. It’s about trust and faith in our expertise, patience and perseverance, and settling in for the journey.
