Five Star Award Winners

We've got two of them under our roof.








This select group of individuals represents
less than 3% of wealth managers in New Jersey.

The Five Star Award, the largest and most widely published award program in the industry, recognizes service professionals who provide quality services to their clients. We've got two of them under our roof: Paul Muller, our founder, has been a recipient of the award for seven straight years, and our Managing Director, Jason Ellis has received the award three times.*


* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Recipients do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Paul Muller has won this award 2012 through 2018 and Jason Ellis has won 2015 through 2017.