Conlon Dart has been named one of Seattle’s leading financial advisors and wealth managers in the 2017 list of Top 10 Best Financial Advisors in Seattle by AdvisoryHQ News Media (AHQ). This is the second year in a row the firm has been recognized by AdvisoryHQ as a top Seattle area wealth manager.
According to the report, factors that contributed to Conlon Dart’s 2017 award include its adherence to a “process designed to be highly individualized, detail-driven and comprehensive”. The acknowledgement further notes Conlon Dart’s experience working with “those who are preparing for, or transitioning towards retirement, as well as mid-career professionals”.
The recognition is different than most we’ve seen, in that candidates are neither self-nominated, nor does AdvisoryHQ charge for the advisory firm review or ranking. In fact, firms do not even realize they are being reviewed until after the reviews have been completed and the results made public. The objective review structure includes examination of a candidate company’s fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. Click here for the full article.