Big Water Group

Welcome to Big Water Group

More than your advisor

We aspire to be more than financial advisors to our clients. For more than twenty-five years, our clients have trusted our team to guide them through the entirety of their financial journeys, from their first investment to the legacy they leave their heirs. In working with us, you will find that the breadth and depth of the services we offer, when combined with an exceptional level of personal care and attention, cultivates a unique experience and fosters a trusting relationship that extends far beyond the investment portfolio and can span generations.

Proud to work with a nationally recognized teammate

At the Big Water Group, we are incredibly honored that Aaron Howe has received several prestigious industry awards. It is gratifying to have our team member recognized with industry awards because it means we are serving our clients well. We are very proud he has received the following awards:

2012 Barron's Top 1,000 Advisor
2014, 2015, 2020, 2021 Barron's Top 1,200 Advisor
2018, 2019, 2020, 2021 Forbes/SHOOK Best-in-State Top Wealth Advisor
2014, 2018, 2020 Financial Times 400 Top Financial Advisor

In 2017, the Barron’s Top 1200 Financial Advisors Award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Source: Forbes.com (Jan. 2018). America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

In 2018, the Financial Times Top 400 Award was based on information gathered regarding 1,500 financial advisors, of which 26% received the award. This represents less than 1% registered persons. The award is based on the following criteria: the individual is a FINRA registered representative; assets under management; experience and professional designation. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Source: Forbes.com (2020) America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Source: Forbes.com America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2020). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Source: Forbes.com (January 2021). Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

(2021). The Barron’s “Top 1,200 Financial Advisors” award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Food for thought

Today’s realities and tomorrow’s challenges are calling for new, technology driven food production and distribution solutions spanning a range of activities from farm to table. In the fifth article in the SusTech series, we look at technologies that offer the promise of feeding a growing global population while limiting the burden on the environment. Are investors seeing the start of a long-term uptrend? Read the full economic outlook in the latest edition of Global Insight.

The next step

If you are interested in learning more about Big Water Group, we invite you to contact us for a meeting. We welcome the opportunity to discuss the services we offer and how they may benefit you and your family.

Meet the team

Learn more about Big Water Group.

Bulletin Board

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Social Security: At a glance
November 1, 2017

Safeguarding Assets for the Elderly
October 20, 2017

Charitable Giving Benefits

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