Through my affiliation with Private Advisor Group, our firm has access to industry-leading services and resources, to enhance my services to you, inspire growth, fiduciary adherence, and help me stay connected with a nationwide community of peers in the financial profession.
Private Advisor Group has been recognized by Barron’s as #4 on the top 100 registered investment advisory (RIA) firms in the country on the publication’s listing of “2025 Top 100 RIA Firms.”
Barron’s “Top 100 RIA Firms” ranking is based on both quantitative and qualitative criteria, including regulatory records, client retention, assets under management, revenue, number of clients and staff, among other factors. Investor experience and investment returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion. The ranking, announced September 15, 2025, reflects data from July 1, 2024, to June 30, 2025. Awards for previous years reflect data from July 1 of the preceding year to June 30 of the year of the award. This recognition is not indicative of future performance and may not reflect the experience of all clients.
Independent Custodian Partnerships
Why Independence Matters for Your Wealth
At Ford Wealth Management, we believe where your assets are held matters just as much as how they are invested.
That’s why we partner with Charles Schwab and Fidelity Investments—two of the most respected custodians serving independent Registered Investment Advisors (RIAs). These relationships support our commitment to objectivity, transparency, and client-first advice, while removing many of the conflicts that can exist at large financial institutions.
We are an independent Registered Investment Advisor
We partner with third-party custodians (Schwab and Fidelity)
We do not sell proprietary products
Our advice is not tied to a bank or brokerage balance sheet
Our compensation is fee-based, aligning our success with yours
This structure helps remove layers of potential conflicts of interest.