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Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

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Franklin, TN

Music City

Call Us: 615-567-3056



Joe Budd and Louis Melone have been awarded the Five Star Wealth Manager Award for 2012 through 2017 from Hour Detroit Magazine in Detroit and Detroit’s Premiere Business Journal: dBusiness Magazine.

Five Star Professional conducts market-specific research to identify outstanding service professionals.  

Their research objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice.

5 Star Wealth Manager 

dBusiness Magazine

Hour Detroit Magazine

Who's Who Magazine

Nashville Business Journal

To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

Eligibility Criteria – Required

  1. Credentialed as an investment adviser representative or a registered investment adviser.
  2. Actively employed as a registered investment adviser representative or as a principal of a registered investmentadviser firm for a minimum of five years.
  3. Favorable regulatory and complaint history review.
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.

Evaluation Criteria – Considered

  1. One-year client retention rate.
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or nondiscretionary client assets administered.
  4. Number of client households served.
  5. Education and professional designations.

Award winners cannot pay a fee to be included in the research or the final list of award recipients.