USA TODAY and Statista recognize Perigon Wealth Management as one of the Best Financial Advisory Firms 2023

April 28, 2023

If you need help deciding what to do with your money in a volatile stock market and uncertain economy, the choices can be bewildering. Financial adviser. Investment adviser. Broker. Financial planner. Certified financial planner.

An inaugural list of the Best Financial Advisory Firms of 2023, developed for USA TODAY by market research firm Statista, attempts to simplify the jumble. The list is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs).

Read the Article on USA Today
Written by Perigon Wealth
More Articles by Perigon

Latest Insights

What to Know Now About Direct Indexing

by | Jul 1, 2024

Recently, there seems to be a lot of buzz around a tool called “direct indexing”. More and more Perigon clients are using it in their portfolios, and I’ve even seen it in consumer-facing marketing from financial companies.

Global Market Commentary – May 2024

by | Jun 8, 2024

Global stocks rebounded 4.06% in May to overcome April’s -3.30% slump, bringing the MSCI All Country World Index’s YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year.