We’d like to share some exciting news with you — Lew Altfest, Ph.D., CFP®, CFA, CPA, PFS has been named as one of the nation’s “Top 100 Independent Wealth Advisors” by Barron’s for 2017. This is the tenth time Lew has received this prestigious distinction from Barron’s, a weekly Dow Jones publication covering business and finance.

We are proud to be included among the nation’s top Independent Financial Advisors. The ranking methodology for this list includes a concentration on quality of practice and we believe our emphasis on being a client-focused, fee-only firm makes a difference.

You can count on our continued commitment to offer our expertise, care and extra effort that sets us apart from our peers and leads to our continual recognition.

If you have a family member, friend or colleague whom you think could benefit from working with our client-first wealth management firm, please feel free to share this post.

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