Deerfield Financial Advisors has accomplished an extraordinary feat. Four of our wealth managers have been honored with the 2024 prestigious Five Star Wealth Manager Award. This recognition not only emphasizes our dedication to providing exceptional wealth management services, but also solidifies our position as a well-established leader in the financial services industry.
The Five Star Award Program
The Five Star Wealth Manager Award recognizes and rewards financial services professionals who have a strong commitment to quality.
A number of criteria are taken into consideration when screening candidates, including client complaints, retention rates, years of experience as a Registered Investment Adviser (RIA), and certifications like Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER®. Their thorough selection methodology is detailed here.
In order to guarantee that the final award winners have been selected from a sizable and varied pool, the nomination and pre-qualification process is intended to uncover the widest possible population of exceptional prize candidates. One of three methods—firm nomination, peer nomination, or pre-qualification—is used to find final award nominees.
Repeat Winners
As we mentioned, four of the advisors at Deerfield Financial Advisors have won the Five Star Wealth Manager award. But did we also mention that they have all won the award multiple times?
Astonishing, but true.
Brad Cougill, CFP® has won 14 times, Susie M. Steel, CFP® has been honored 13 times, Marcus Miller, CPA, CFP® was an award recipient 9 times, and Matt Roop, CFP®, CEPA has won the award 5 times.
40 Years of Excellence
With remarkable stability in the industry, Deerfield Financial Advisors also celebrates our 40th year in business in 2025. As we approach this milestone, we take immense pride in the depth of experience and dedication our team brings to Deerfield Financial Advisors. With Susie serving our clients for 30 years and Brad for over 20, along with Marcus and Matt each contributing 9 years of skill and knowledge, our advisors have collectively devoted nearly 70 years to our firm. Their unwavering commitment to excellence has been recognized time and again with the Five Star Wealth Manager Award.
These accolades are a testament to the trust our clients place in us and the high standards we uphold. As we celebrate, we remain committed to delivering outstanding wealth management services and helping our clients live their best lives and focus on their most worthwhile passions for many years to come.
