Awards
FORBES 2023-2025
Cédric S. Sage
CEO & FounderBest-In-State Top Financial Security Professionals 2023-2025
Adam J. Boyer, ChFC®
Partner - Director of Advanced Planning
Best-In-State Top Financial Security Professionals 2023-2025
Alexandre Quantin, MBA, RICP®
Partner - Wealth Management Advisor
- Forbes List 2023–2025 Top Best-In-State Financial Security Professionals
- Forbes List 2025 Top 100 Financial Security Professionals (USA)
- Forbes List 2025 Best In-State Wealth Advisors & Best In-State Next Gen Wealth Advisors
Philadelphia
150 South Warner Rd
Suite 120
King of Prussia, PA 19406
P: 645-400-6072
F: 610-293-8399
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Miami
990 Biscayne Blvd
Suite 501
Miami, FL 33132
P: 645-400-6072
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
New York
261 Madison Ave,
27th Floor
New York, NY 10016
P: 645-400-6072
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
The Forbes awards are not issued by Guardian or its subsidiaries. The annual Forbes rankings are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.