Accolades
Our Accolades and Recognition
Our team has been honored for our commitment to exceptional client service and trusted financial advice. We’re proud to be recognized by leading industry publications for the work we do on behalf of our clients, from wealth building to legacy planning.
Team
2023
Forbes Best-in-State
Wealth Management Team
2024
Forbes Best-in-State
Wealth Management Team
2025
Forbes Best-in-State
Wealth Management Team
2026
Forbes Best-in-State
Wealth Management Team
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com).
Thomas J. Faley, CFP®, CRPC®, AAMS®
2019
Forbes Best-in-State
Wealth Advisor
2020
Forbes Best-in-State
Wealth Advisor
2021
Forbes Best-in-State
Wealth Advisor
2022
Forbes Best-in-State
Wealth Advisor
2023
Forbes Best-in-State
Wealth Advisor
2024
Forbes Best-in-State
Wealth Advisor
2025
Forbes Best-in-State
Wealth Advisor
2026
Forbes Best-in-State
Wealth Advisor
2014
Seattle Magazine Five Star
Wealth Advisor
2015
Seattle Magazine Five Star
Wealth Advisor
2017
Seattle Magazine Five Star
Wealth Advisor
2018
Seattle Magazine Five Star
Wealth Advisor
2019
Seattle Magazine Five Star
Wealth Advisor
2020
Seattle Magazine Five Star
Wealth Advisor
2021
Seattle Magazine Five Star
Wealth Advisor
2022
Seattle Magazine Five Star
Wealth Advisor
2023
Seattle Magazine Five Star
Wealth Advisor
2024
Seattle Magazine Five Star
Wealth Advisor
2025
Seattle Magazine Five Star
Wealth Advisor
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 – 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 – 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 – 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 – 6/30/18 (Source: Forbes.com).
This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,339, 260, 8%, 1/1/24, 5/15/23 – 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 – 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 – 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 – 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 – 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 – 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 – 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 – 11/18/16; 2016: 1,678, 412, 25%, 12/1/15, 5/12/15 – 10/30/15; 2015: 2,023, 530, 26%, 1/1/15, 5/12/14 – 10/30/14; 2014: 2,649, 424, 16%, 3/1/14, 5/12/13 – 10/30/13. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
Jason A. Eckerman, CRPC®
2025
Forbes Best-in-State
Wealth Advisor
2026
Forbes Best-in-State
Wealth Advisor
2019
Forbes Top Next
Generation Advisor
2020
Forbes Top Next
Generation Advisor
2022
Forbes Top Next
Generation Advisor
2023
Forbes Top Next
Generation Advisor
2024
Forbes Top Next
Generation Advisor
2017
Seattle Magazine Five Star
Wealth Advisor
2018
Seattle Magazine Five Star
Wealth Advisor
2019
Seattle Magazine Five Star
Wealth Advisor
2020
Seattle Magazine Five Star
Wealth Advisor
2021
Seattle Magazine Five Star
Wealth Advisor
2022
Seattle Magazine Five Star
Wealth Advisor
2023
Seattle Magazine Five Star
Wealth Advisor
2024
Seattle Magazine Five Star
Wealth Advisor
2025
Seattle Magazine Five Star
Wealth Advisor
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 – 6/30/24 (Source: Forbes.com).
2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2022 Forbes Top Next-Gen Wealth Advisors: Awarded August 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 – 3/31/22 (Source: Forbes.com). 2021 Forbes Top Next-Gen Wealth Advisors: Awarded September 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 – 3/31/21 (Source: Forbes.com). 2020 Forbes Top Next-Gen Wealth Advisors: Awarded July 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 – 3/31/20 (Source: Forbes.com). 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 – 3/31/19 (Source: Forbes.com).
This award was issued on 2/1/25 by Five Star Professional (FSP) for the time period 5/15/24 through 11/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3439 Seattle-area wealth managers were considered for the award; 106 (3% of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,339, 260, 8%, 1/1/24, 5/15/23 – 11/30/23; 2023: 2,994, 268, 9%, 1/1/23, 4/18/22 – 10/21/22; 2022: 2,938, 267, 9%, 1/1/22, 5/10/21 – 11/30/21; 2021: 2,938, 284, 10%, 1/1/21, 4/27/20 – 10/30/20; 2020: 2,735, 273, 10%, 1/1/20, 4/1/19 – 11/13/19; 2019: 2,752, 290, 11%, 1/1/19, 4/23/18 – 11/9/18; 2018: 2,452, 266, 11%, 1/1/18, 4/25/17 – 11/6/17; 2017: 1,785, 436, 24%, 12/1/16, 3/26/16 – 11/18/16. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
