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).

Written by Perigon Wealth

Latest Insights

Global Market Commentary March 2024

Global stocks closed out March up 3.14%, the fifth straight month of gains with Q1 returns up 8.2%. The MSCI All Country World Index had its best opening quarter return since 2019, and finished March at an all-time high, the 21st of this year.