Ron Barry, PhD, CFP®, of Willamette Financial Advisors, LLC, Appears in the Wall Street Journal as a Five Star Wealth Manager for 2016

Share Article

Ron accomplishes what only a small percentage of wealth managers in the Portland-area have achieved.

News Image
My clients’ financial interests always come first. This award provides strong validation of the personal trust my clients place in me.

Five Star Professional is pleased to announce Ron Barry, PhD, CFP®, of Willamette Financial Advisors, LLC, has been chosen as one of Portland’s Five Star Wealth Managers for 2016.

“My clients’ financial interests always come first. This award provides strong validation of the personal trust my clients place in me,” stated Ron Barry, PhD, CFP® of Willamette Financial Advisors, LLC.

Five Star Professional partnered with the Wall Street Journal to recognize a select group of Portland-area wealth managers who provide quality services to their clients. Ron Barry will be featured, along with other award winners, in a special section of the September 12th issue.

“I provide fee-based financial planning, investment, and wealth management services for moderate to high net worth clients based on the Fiduciary Standard. This standard of practice ensures my clients that I continuously strive to serve in their best interests,” said Ron.

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, Research Director, Five Star Professional.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: (1) Credentialed as a registered investment adviser or a registered investment adviser representative; (2) Active as a credentialed professional in the financial services industry for a minimum of 5 years; (3) Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); (4) Fulfilled their firm review based on internal standards; (5) Accepting new clients; (6) One-year client retention rate; (7) Five-year client retention rate; (8) Non-institutional discretionary and/or non-discretionary client assets administered; (9) Number of client households served; and (10) Education and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 811 Portland wealth managers were considered for the award; 223 (28 percent of candidates) were named 2016 Five Star Wealth Managers.

*To qualify as having a favorable regulatory and complaint history, the person cannot have: (1) been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, (2) had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

For research methodology information visit http://www.fivestarprofessional.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Five Star Representative
Visit website

Media