For the third consecutive year, we’ve again been recognized by our peers as one of D Magazine’s “Top Wealth Management Firms” and our Director of Wealth Management, Keith Pillers, as one of D Magazine’s “Best Financial Planners.”
D Magazine polls every wealth management firm in the Dallas-Fort Worth chapters of the Financial Planning Association, CFA Institute, and Investments and Wealth Institute. The final list of D‘s “Top Wealth Management Firms” is selected by an esteemed group of wealth managers who objectively base their decision on the following criteria: the firm holds itself out as a fiduciary, it has assets under management in excess of $100MM; its average assets under management per client are at least $1MM; it has a 95% client retention rate over the previous two years; and it has no current disciplinary actions.
To be selected for D’s “Best Financial Planner” designation, Keith received a majority of votes from fellow CFP® professionals and was confirmed by a panel of local esteemed CFP® professionals.
Check us out on p.118 of D’s November 2023 issue.
For questions or comments reach out to us by email.
Keith A. Pillers, JD, CFP®, CIMA®, CPWA®
Director of Wealth Management
keith@ackermancapital.com
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Investment advisory services offered through Ackerman Capital Management, L.P., a registered investment adviser.
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