Awards

Awards and Accolades

At Wealth Dimensions, we are proud to be recognized as a leader in financial services for our level of service and dedication to professional standards. Our firm and its advisors have received the following awards and honors:

Financial Advisor for Dentists

Best Financial Advisers for Dentists 2013

Wealth Dimensions was selected by Dental Practice Report magazine as one of the “2013 Best Financial Advisers for Dentists.”

Five Star Professional Wealth Manager 2013Five Star Wealth Manager 2013 Award

Wealth Dimensions was selected by Five Star Professional to receive their Five Star  Professional Wealth Manager award for 2013.

Best Financial Advisers for Doctors 2013 – Medical EconomicsMedical Economics Best Financial Advisor 2013

Wealth Dimensions was selected by Medical Economics magazine as one of the “2013 Best Financial Advisers for Doctors.”

Best Financial Advisers for Dentists 2012

Wealth Dimensions was selected by Dental Practice Report magazine as one of the “2012 Best Financial Advisers for Dentists.”

Five Star Professional Wealth Manager 2012

Wealth Dimensions was selected by Five Star Professional to receive their Five Star Professional Wealth Manager award for 2012.

Best Financial Advisers for Doctors 2012 – Medical Economics

Wealth Dimensions was selected by Medical Economics magazine as one of the “2012 Best Financial Advisers for Doctors.”

Five Star Professional Wealth Manager 2011

Wealth Dimensions was selected by Five Star Professional to receive their Five Star Professional Wealth Manager award for 2011. Five Star Professional partnered with Cincinnati Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than four percent of the 14,500 wealth managers in the Cincinnati area were selected. A survey was provided to approximately one in four high-net-worth-households (more than 51,000 consumers), and 11,000 financial services professionals within the Cincinnati area.

Best Financial Advisers for Dentists 2011

Wealth Dimensions was selected by Dental Practice Report magazine as one of the “2011 Best Financial Advisers for Dentists.”

Best Financial Advisers for Doctors 2011 – Medical Economics

Wealth Dimensions was selected by Medical Economics magazine as one of the “2011 Best Financial Advisers for Doctors.”

Five Star Professional Wealth Manager 2010

Wealth Dimensions was selected by Five Star Professional to receive their Five Star Professional Wealth Manager award for 2010.

Awards & Recognition