Awards
Forbes Prizes
Cédric S. Sage, CEPA®
Planning CEO & Founder,Top Financial security professionals 2025 Best-in-State Financial Security Professional 2023-2025 and Top Financial security professionals 2025.
Adam J. Boyer, ChFC®Partner - Director of Advanced Planning
Top Financial security professionals 2025 Best-in-State Financial Security Professional 2023-2025 and Top Financial security professionals 2025.
Alexandre Quantin, MBA, RICP®
Partner - Wealth Management Advisor
- Top Financial Security Professional (in the country) 2025
- Best-in-State Financial Security Professional 2023-2025
- Best-in-State Wealth Managers 2025
- Top Next Gen Wealth Managers 2025
Philadelphia
150 South Warner Rd
Suite 120
King of Prussia, PA 19406
P: 610-293-8300
F: 610-293-8399
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Miami
990 Biscayne Blvd
Suite 501
Miami, FL 33132
C: 215-840-6116
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
New York
261 Madison Ave,
27th Floor
New York, NY 10016
P: 212-764-6262
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
The Forbes awards are not issued by Guardian or its subsidiaries. All the annual Forbes rankings are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.