In the Spotlight

We have genuine gratitude for the times our firm and team are applauded.

  • Top 12 Financial Advisors —Barron's
  • Top 100 Women's Advisor —Barron's
  • Top 300 Registered Investment Advisors —Financial Times
  • Future 50 Award —Citywire RIA
  • Best of Diversity Award —Citywire RIA
  • Best of Green Policy Award —Citywire RIA
  • One of only 25 firms in the nation to be in the first class of Best Practices Advisors
  • Pacesetter Impact Award —Charles Schwab
  • One of the “Best Places to Work in the Midlands” —Columbia Metropolitan
  • Award for Sabbatical Policy —SC Psychological Association
  • “Adaptive Reuse/Renovation” Merit Award —American Institute of Architects South Carolina
  • Columbia Choice Award for Renovation/Reuse —Columbia Choice Awards
  • Pacesetter IMPACT Award for Innovation and Accelerated Growth —Charles Schwab

Scotty on Seeking Mastery

To master something requires hard work, patience and a sense of curiosity.