Awards & Recognition
Excellence is not just a goal, it is the heart of our team.
We are more than just a service; we are a team that will not settle for anything less than outstanding. Our shared achievements are a testament to our collective efforts.
Forbes Best In State Wealth Advisors 2026
Joshua Gottfried & Matthew Somberg
2026 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2026 based on data gathered from June 2024 to June 2025. Not indicative of advisor’s future performance. Your experience may vary
Commonwealth Chairman's Level Advisor
Joshua Gottfried (2017 - present)
Matthew Somberg (2010 - present)
Commonwealth Chairman's Level Advisor, a distinction based on annual production attained by just 4 percent of advisors affiliated with Commonwealth Financial Network.
Barron's Advisor Top 1500 Financial Advisors 2025
Matthew Somberg
2026 Barron's Top 1500 Advisors, created by Barron's. Presented on 03/21/2026 based on data as of 09/30/2025. Not indicative of advisor’s future performance. Your experience may vary
Barron's Advisor Top 100 Independent Advisors 2025
Matthew Somberg
2025 Barron’s Top 100 Independent Advisors, created by Barron's. Presented in Sept 2025 based on data as of 06/30/2025. No fee was paid to be considered for the ranking, but advisors pay a fee if they choose to use Barron’s provided marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
Five Star Wealth Manager
The 2025 Five Star Wealth Manager Award, created by Five Star Professional, issued in November, 2025 based on data gathered within 12 months preceding the issue date. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.