Menlo Park, CA – November 18, 2019 – Tom Myers, CEO and Managing Partner of Bordeaux Wealth Advisors, was named recently to Barron’s Advisor Hall of Fame.
Barron’s, one of America’s leading sources of financial news, notes that the “Barron’s Hall of Fame” honors an elite group of financial advisors who exemplify long-term success and a steadfast commitment to their clients.
Barron’s Hall of Fame honors financial advisors who have appeared in Barron’s Top 100 Independent Advisor annual rankings ten or more times. According to Barron’s, approximately 300,000 individuals in the U.S are registered as financial advisors, with only 145 advisors receiving this recognition.
“I am grateful for the recognition from Barron’s which is a reflection of the hard work and dedication of the entire Bordeaux team over the years” said Myers. “Bordeaux was founded based on a vision and passion for providing the very best personalized financial and investment advisory services, and an unwavering focus on putting clients first. Our team strives to set the standard of excellence in our industry each and every day, and we appreciate the recognition by Barron’s.”
About Bordeaux Wealth Advisors
Bordeaux Wealth Advisors provides custom and comprehensive financial and investment advisory services to ultra-high net worth clients across the U.S. The firm is based in Menlo Park, CA.
About Barron’s Excellence Assessment
Since 1921, Barron’s has been a leading source of financial news, providing in-depth analysis and commentary on stocks, investments, and how markets are moving across the globe. Advisors appearing in Barron’s ranking have answered over 100 questions about their businesses in the publication’s annual survey. The questionnaire addresses a wide range of data points, including regulatory records, assets under advisement, number and caliber of firm professionals, industry designations, investment vehicles used to allocate assets, philanthropic work, and more.
1550 El Camino Real, Suite 100
Menlo Park, CA 94025
5110 Carillon Point
Kirkland, WA 98033
Disclosure: Neither the adviser nor their employees paid a fee to Barron’s in exchange for inclusion in the Barron’s Hall of Fame. Awards and recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that the client will experience a certain level of results, nor should they be construed as a
current or past endorsement of BWA or its representatives. Rankings published by magazines and others are generally based on information prepared and/or submitted by the recognized adviser. The above-listed award does not evaluate the investment outcomes or quality of services provided to clients and are not indicative of BWA’s