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

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

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<br/>

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

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

Joshua Gottfried
Matthew Somberg
Steve Draczynski
Joshua Gottfried
Matthew Somberg
Steve Draczynski
Steve Draczynski
Matthew Somberg
Joshua Gottfried

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.

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