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Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors
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Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors

March 5, 2020
For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors
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For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors

February 19, 2020
Kennedy Investment Group’s Jack W. Kennedy III Named to Forbes’ List of Top Wealth Advisors
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Kennedy Investment Group’s Jack W. Kennedy III Named to Forbes’ List of Top Wealth Advisors

February 17, 2020
Potomac Financial Group’s Todd Wike Named to Forbes’ List of Top Wealth Advisors
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Potomac Financial Group’s Todd Wike Named to Forbes’ List of Top Wealth Advisors

February 14, 2020
The Pinnacle Group Announces Company Name Change, New Logo and Website
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The Pinnacle Group Announces Company Name Change, New Logo and Website

January 28, 2020
Kennedy Investment Group Announces Executive Leadership Promotions
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Kennedy Investment Group Announces Executive Leadership Promotions

January 17, 2020
Kennedy Investment Group’s Jack W. Kennedy III Named a Member of Raymond James’ 2020 Chairman’s Council for 7th Consecutive Year
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Kennedy Investment Group’s Jack W. Kennedy III Named a Member of Raymond James’ 2020 Chairman’s Council for 7th Consecutive Year

November 20, 2019
Kennedy Investment Group Donates $4,000 to Mount Laurel Schools’ Autism Program
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Kennedy Investment Group Donates $4,000 to Mount Laurel Schools’ Autism Program

July 18, 2019
Kennedy Investment Group Hosts Flag Day Ceremony and Monument Dedication in Honor of Area Veterans
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Kennedy Investment Group Hosts Flag Day Ceremony and Monument Dedication in Honor of Area Veterans

July 12, 2019
Potomac Financial Group Announces the Launch of Freedom7
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Potomac Financial Group Announces the Launch of Freedom7

May 21, 2019
CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year
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CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2019 Best-in-State List of Wealth Advisors for a Second Consecutive Year

May 7, 2019
CrossleyShear Wealth Management’s Evan Shear Recognized as an NFL Players Association Registered Financial Advisor
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CrossleyShear Wealth Management’s Evan Shear Recognized as an NFL Players Association Registered Financial Advisor

March 14, 2019
CrossleyShear Wealth Management Launches CSsports
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CrossleyShear Wealth Management Launches CSsports

February 5, 2019
CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort
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CrossleyShear Wealth Management Unveils New Logo, Tagline, and Website as Part of Rebranding Effort

June 29, 2018
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