The Boland Investment Group

Proud to work with a national award-winning teammate

At The Boland Investment Group, we are incredibly honored that Robb Boland has received several prestigious industry awards. It is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Barron's Top 1,200 Advisors - 2021, 2020, 2017, 2016, 2015, 2014
Barron's Top 1,000 Advisors - 2013, 2012, 2011, 2010
Financial Times Top 400 Advisors - 2016, 2020
Forbes Best-In-State Wealth Advisor - 2021

“People don’t plan to fail, they fail to plan. Our team is focused on each client’s individual needs and providing solutions to help achieve their goals. We strive to be our client’s financial quarterback and guide them through the good times and the bad. We spend an enormous amount of time getting to know every family and often end up advising several generations.” – Robb Boland

In 2014, the Barron’s Top 1200 Financial Advisors Award was based on information gathered regarding over 4000 financial advisors. Of the financial advisors considered, 30% received this award. 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. Once awarded, they may opt to purchase additional profile advertising space or related award promotional products. This survey is created, conducted and administered by Barron’s. This award does not evaluate the quality of services provided to clients. The financial advisor receiving this award may have had unfavorable ratings. This award and rating is not indicative of the financial advisor’s future performance.

In 2015, the Barron's Top 1200 Financial Advisors Award was based on information gathered regarding over 2600 financial advisors.  Of the financial advisors considered, 46% received this award. 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. Once awarded, they may opt to purchase additional profile advertising space or related award promotional products.  This survey is created, conducted and administered by Barron's.  This award does not evaluate the quality of services provided to clients.  The financial advisor receiving this award may have had unfavorable ratings.  This award and rating is not indicative of this financial advisor's future performance.

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.

Value statement

The Boland Investment Group’s mission is to provide innovative investment solutions and counsel to affluent individuals and their families. We advise, guide, and motivate, our clients to implement strategies that simplify their lives, as well as grow and preserve their capital. Our team works in concert with our client's other advisors, such as Certified Public Accountants and attorneys, to formulate customized and comprehensive strategic life solutions.

Our expertise is acting as your primary advisor. In this role, we coordinate with all of your other professional advisors to ensure that your wealth management plan supports all of your financial goals. We have a long history of going the extra mile for our clients and will be tireless in our pursuit to gain and keep your trust and satisfaction.

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Proud to work with a national award-winning teammate

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