Recognition

Barron's Top 30 Institutional Consultant for 2017 and 2016*

Forbes Magazine
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Research Magazine: The Winner's Circle*
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Virginia Business: Virginia's Top Financial Adviser*

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Barron's names Joseph W. Montgomery to Top 100 Advisors in America for 2017, 2013, 2012 2011*

Joseph W. Montgomery featured in Barron's article: "The Best Offense" Sept 2012 

 

 

 

 

 

 

*Criteria was based on more than 7,000 filtered nominations from over 80 investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.