Driven by your goals. Honored for our work.

Recognition is not the goal of our work — it is the byproduct of sustained commitment to our clients, disciplined investment strategy, and long-term partnership across generations.

Over the years, The Etergino Group and its leadership have been honored by nationally recognized publications for excellence in wealth management.

Team recognition

Forbes Best-in-State Wealth Management Team - 2024, 2025, 2026

This distinction reflects the collective strength of our multigenerational team, our collaborative planning approach, and our commitment to serving complex families with clarity and purpose.

Ann Marie Etergino image

Individual recognition

Ann Marie Etergino, CIMA®

Founder and Managing Director

  • Barron’s Hall of Fame Advisor (2004-2025)
  • #1 Advisor in Maryland  (2025)
  • Barron's Top 1,200 Financial Advisors (2024, 2025)
  • Barron's Top 100 Women Financial Advisors (2020-2025)
  • Forbes Top Women Wealth Advisors (2021-2025)

These recognitions reflect decades of experience guiding families through market cycles, liquidity events, generational transitions, and evolving priorities.

Our perspective

While we are honored to be recognized, our focus remains consistent: helping clients make thoughtful financial decisions that reflect their values, strengthen their families, and support the lives they intend to lead.

Recognition matters. Enduring relationships matter more.

Let's start the conversation

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