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Robert S. Keidan, CFP® attended the annual Barron’s Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.  The invitation-only conference was held March 22 - 24, 2017 in Orlando, FL.

Forty-eight of Barron’s Top Financial Advisors, currently ranked in one of Barrons Top Advisor Rankings, were in attendance. The Top Independent Advisors Summit is based on the Top 100 Independent Advisors Ranking and the advisors are chosen based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices

This exclusive conference is designed to promote best practices and generate new ideas across the industry.

“Because the Summit brings together key leaders and top decision makers from around the country, it is recognized by the financial advisor community as the industry’s leading event,” said Ed Finn, former editor and president of Barron’s. “The ideas and discussions generated here equip attendees to provide the best investment and financial advice to their clients, which are vital given the challenging economic and market conditions of today.”

Bob was one of approximately 300 financial advisors who were selected to attend and participate in the conference.






Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.