Awards & Recognition

FIVE STAR Wealth Managers

McCarthy & Cox Retirement & Estate Specialists LLC are proud to share that Tom McCarthy, Jim Cox, and Ryan Mickelson have been named 2015 FIVE STAR Wealth Managers by Columbus Monthly for overall client satisfaction. Less than 2% of wealth managers in Ohio were named to the list.* They were also recognized in 2013 and 2014.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. In 2015, 1,257 Columbus wealth managers were considered for the award; 107 (9% of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year.) These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit  www.fivestarprofessional.com.


 

Multiple Years!

We were again recognized as one of the Top 25 Fee-Based firms in central Ohio, Columbus Business First, on 9/11/2015, 9/12/2014, 11/22/2013, 11/9/2012, and 11/11/2011.**

**Based on assets under management.


 

Top Next-Gen IBD Advisors

In January 2014 and 2015, Jim Cox was named one of the nation's Top Next-Gen IBD Advisors*** by REP. magazine and WealthManagement.com magazine for advisors.

***As ranked in the January 2014 issue of REP. magazine. Advisors on this list are ranked exclusively by assets under management. Nominations were solicited from the top 35 independent broker/dealers by headcount.


 

Small Business of the Year

In 2011, the Union County Chamber of Commerce recognized the firm as "Small Business of the Year" for the firm's "client centered approach, community, and business leadership."

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