BOSTON, Feb. 9, 2018 /PRNewswire/ -- BPG Wealth Management, of Clackamas, OR, led by Jeffrey Owens, AIF®, Alice Tang, ChFC®, and Jonathan Owens, CFP®, AIF®, was named 2017 Practice of the Year by Signator Investors, Inc. This national competition recognizes and rewards excellence in business management, and is the pre-eminent measure of accomplishment within Signator Investors.
"Jeff and his team have consistently demonstrated a dedication to clients' needs, whether in wealth creation or protection," said Chris Maryanopolis, president of Signator Investors, Inc. "They have been finalists in this competition for the past three years, demonstrating that their dedication to clients and focus on providing the best customer experience is deeply ingrained in how they run their business. They are a truly deserving firm and represent the best of what this Award represents."
"What an honor," added Jeff Owens. "We work very hard to run our practice to promote the success and financial well-being of our clients and employees. At the same time, we are determined to build our practice so that it is sustainable for generations to come."
Tang added, "All of us at BPG are humbled to have been chosen from such an impressive group of competitors. Our sincere thanks to all who have supported us throughout the years."
As part of the selection process for Signator's "Practice of the Year" award, made possible in part due to Signator's relationship with Fidelity Clearing & Custody Solutions, BPG Wealth Management underwent a rigorous assessment conducted by international management consulting firm Business Health.
In order to be considered, Signator's financial advisors must apply and complete Business Health's HealthCheck, a web-based business assessment tool that benchmarks a practice in several areas. Among all HealthChecks received, five finalists were selected, and each received a site audit of their practice from Business Health. Business Health and a panel of outside financial industry experts then reviewed the audit results, before selecting a winner.
"BPG's founder and leader has a clearly articulated long-term vision for the firm," said Terry Bell, partner at Business Health. "It's clear from our assessment that this business wasn't built to be sold, but rather, to continue throughout generations of clients and staff."
The finalists were:
- Edelman Wealth Management Group of Yardley, Penn., under the leadership of Scott Edelman
- Scott Sorrell of Capitol Financial Solutions of Raleigh, NC
- Client Focused Advisors of New York, NY and Boca Raton, FL, under the leadership of Jason Hill
- Foresight Financial Management LLC of Indianapolis, led by Philip Kostaroff, CFP®, AIF®
"All of our finalists are to be commended," added Maryanopolis. "Service at each of these firms is exemplary. As a group, we had some familiar names and some new, but all clearly work hard for their clients' trust and respect, as well as for their bottom lines."
About Signator Investors, Inc.
Signator Investors, Inc. is a dual-registered broker dealer/investment adviser with a national network of independent firms and more than 2,000 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on Signator Investors, Inc. and its national network of independent firms, visit http://www.signatorinvestors.com/
About Business Health
Business Health is an international consulting firm specializing in the financial services industry. Business Health has developed and marketed a suite of unique and exclusive business diagnostic tools which are supported by a range of specialized consultancy services.
About Fidelity Clearing & Custody Solutions
Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities and practice management and consulting to registered investment advisors, including strategic acquirers and professional asset managers, retirement recordkeepers, broker-dealer firms, banks and insurance companies. Fidelity Clearing & Custody Solutions' goal is to help clients ensure that they are always future-ready by offering knowledgeable consulting, exceptional people and transformative technology.
Fidelity Clearing & Custody Solutions ("Fidelity") is an independent company, unaffiliated with John Hancock Financial Network, Nfocus Financial Partners and Business Health. The information and opinions expressed herein are solely those of the author and in no way represent the advice, opinions, or recommendations of Fidelity. There is no form of legal partnership, agency affiliation, or similar relationship between Fidelity and the third party companies referenced in this announcement, nor is such a relationship created or implied by the information found herein. Fidelity has not been involved with the preparation of the content supplied herein and does not guarantee or assume any responsibility for its content. Fidelity Clearing & Custody Solutions and Fidelity Investments are registered service marks of FMR LLC. 789359.1.0
SOURCE Signator Investors, Inc.