The Truth Behind “Top Advisor” Awards
In our industry, shiny badges and “Top Advisor” lists are everywhere. They’re designed to impress but here’s what most people don’t know: many of these awards are pay-to-play. A few years ago, I was offered one of these recognitions. It looked great at first until I learned the catch: to be listed, I had to pay thousands of dollars for the right to use the logo in my marketing. In other words, it wasn’t free recognition for excellent client service; it was an advertising package dressed up as an award.
That’s not to say everyone who appears on these lists isn’t good at what they do. Many are. But the public rarely sees the fine print—eligibility requirements, fees, and marketing partnerships—that shape who gets featured.
What Matters to Us
And here’s the bigger issue: these rankings usually say more about visibility and budgets than about long-term client results. We’ve chosen to step away from these “recognitions” because they don’t align with what actually matters to our clients. Our time, energy, and resources are better spent on:
Creating financial plans that give families confidence in uncertain markets.
Supporting business owners as they take their next steps with clarity.
Providing objective advice and ongoing service—not chasing logos.
Results and Trust Over Appearances
Awards may look good on a website, but they don’t build trust, and they don’t make your financial plan stronger. We believe reputation isn’t bought, it’s earned.
If you’d like to learn more about our process or just want to start a conversation, send us an email at: admin@middlebrookwealth.com or give us a call at 540-712-0288.
Thank you,
The Middlebrook Wealth Team
Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Member FINRA/SIPC. NewEdge Advisors, LLC and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC.
The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
