Our philosophy is conservative and long-term, with an emphasis on wealth accumulation, preservation, and distribution. We believe that investment decisions should be made according to each client's unique financial situation, and we reject the “one size fits all” approach to helping you reach your investment objectives. We seek to provide an individualized level of attention that meets the highest standards of value, management, integrity and costs.

In short, we strive to become your lifelong financial advisors based on a foundation of trust. We seek to help you develop an investment plan that will help you realize your financial dreams — for you, for your loved ones and for future generations.

To maintain our preferred client service, we welcome relationships with a minimum of $1,000,000 of investable assets.

Recent Professional Recognition

Forbes Top Wealth Management Teams

2022 - Forbes Magazine named The Caudron Megary Blackburn Wealth Management Group of Wells Fargo Advisors one of the Top Wealth Management Teams

Barron's Top 1,200 Financial Advisors

2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 - Since 2015 Barron's has named Tristan M. Caudron to the Top 1,200 Advisors in the U.S.

Forbes Magazine Top 250 Wealth Advisors

2021, 2022, 2023 - Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's top 250 Wealth Advisors.

Forbes Best-in-State Wealth Advisors

2020, 2021, 2022, 2023 - Forbes Magazine named Tristan Caudron, one of the Forbes Magazine's Best-in-State Wealth Advisors.

Forbes Best-in-State Women Advisors

2023 - Forbes Magazine named Laurie Blackburn, one of the Forbes Best-in-State Women Wealth Advisors.

Forbes Top Women Wealth Advisors

2020 - Forbes Magazine named Laurie Blackburn, one of the Forbes Magazine's top Women Wealth Advisors.

* The Forbes Top Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. High Net Worth designates advisors whose account sizes are typically under $10mm, though may have accounts with higher amounts.

* The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

* The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

* The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

* The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

* The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.