Awards & Recognition

Awards & Accolades

We’re honored to be recognized by readers and communities throughout Central Pennsylvania. These awards reflect the trust and support of the clients and communities we are proud to serve.

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Harrisburg Magazine Readers’ Choice 2026

Readers’ Choice – Financial Planning Company


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Harrisburg Magazine Simply the Best 2026

Simply the Best – Readers’ Poll


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Susquehanna Style Best of York County

2024 Wealth Management Award Winner


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Susquehanna Style Best of Dauphin County

2024 Wealth Management Award Winner


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Susquehanna Style Best of Harrisburg 

2022 Wealth Management Award Winner


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Central Penn Business Journal Forty Under 40

2006 Award Recipient – Scott Smith


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Awards & Recognition Disclosure

Awards and recognitions are not indicative of future investment performance and should not be construed as an endorsement by any client. Unless otherwise noted, no direct compensation was paid to participate in or be considered for these awards. Third-party rankings and recognitions are based on criteria established by the sponsoring organization, and inclusion in any ranking or award does not guarantee a specific level of service or investment success. Additional information regarding the selection criteria, methodology, and applicable disclosures for each award is available upon request.



(i) the date on which the rating(s) was given and the period of time upon which the rating was based; (ii) the identity of the third party that created and tabulated the rating; and (iii) if applicable, that compensation has been provided directly or indirectly by the adviser in connection with obtaining or using the third-party rating.