• Medical Economics honors Cambridge Wealth Counsel by naming two of its Wealth Managers
coveted list of “Best Financial Advisors
Cambridge Wealth Counsel is pleased to announce that
it has once again been named to the annual “Best
Financial Advisors for Doctors” list, published
by Medical Economics magazine in its November
2011 issue. The magazine named Robert Hockett
and Barry Kaplan “Best Financial Advisers
for Doctors.” Cambridge is especially pleased
since the magazine named only 4 advisors in the
entire state of Georgia and Cambridge accounted
for half that number.
• Cambridge Wealth Counsel named to Atlanta
Business Chronicle's 2011 list of Atlanta’s
Top 10 NAPFA Fee-Only Investment Managers
• Atlanta Magazine names Robert
Hockett and Barry Kaplan to exclusive
list of “Five Star Wealth Managers”
Robert Hockett and Barry Kaplan of Cambridge Wealth Counsel have been named to an exclusive
list of Five Star Wealth Managers. Atlanta Magazine
hired an independent market research company to
administer rigorous “Best in Client Satisfaction”
research on financial services professionals.
More than 95,000 consumers and 9,000 financial
professionals were asked to evaluate Atlanta wealth
managers. Both negative and positive responses
regarding each advisor were assessed. In addition
to the survey results, other evaluation criteria
(such as years experience, compliance records,
regulatory actions, licensure, etc) were incorporated
into the overall evaluation process. The final
list was reviewed by a Blue Ribbon Panel of local
financial services industry experts before being
Wealth managers were rated by their clients and
financial service professionals based on service,
integrity, knowledge, experience, expertise, communications,
value for fees charged, meeting financial objectives,
level of service, quality of recommendations and
overall client satisfaction. In the end, the Five
Star Wealth Manager award was bestowed to less
than 7% of all Atlanta wealth management professionals.
It is a way for consumers to help other consumers
identify high quality service professionals who
consistently provide exceptional client satisfaction.
This is the only service award for Atlanta financial
professionals based on direct client satisfaction.
An independent third party company conducted the
client-based research. Checks and balances were
in place to avoid conflicts of interest. The recipients
of the awards paid no fees to be evaluated or
granted the award.
The 2011 list of Best in Client Satisfaction Wealth
Managers is available in the October issue of
Congratulations to Rob & Barry
on receiving these awards!