Five Star Award Winner


We are honored to be recognized in this way, and humbled to be given the opportunity to help our clients as their “Personal CFO for Integrated Wealth Management.”

The Five Star Wealth Manager award is presented annually based on 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Jon was found to be among the select group of advisors recognized with this award, representing only a small percentage of the wealth managers in the Atlanta area.

To see the award information in the October 2016 issue of Atlanta magazine, click here for a reprint of the article.

To see the award information in the November 28th edition of the Wall Street Journal, click here.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client, nor are they representative of any one client’s evaluation. Neither the firm nor any adviser paid a fee for the award. For more information on the Five Star award and the research/selection methodology, go to