Awards

"Doug Wells Named one of the Premier Advisors of Utah"

Utah Business

November 2010

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"John Bird named as only Utah advisor in Top 250 Wealth Advisors"

Worth Magazine 2008

November 2008

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"John Bird named as one of Top 100 Independent Financial Advisors"

Barron's 2008

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"John Bird named one of 150 best financial advisors for doctors"

Medical Economics

September 2009

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"Top 25 Up and Comer's List "

Investment News

June 2009

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John Bird listed as one of Top 100 Wealth Advisors in nation for 5th consecutive year.

"The Top 100 Wealth Advisors"

October 2007

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"Top 100 Independent Financial Adviser"

Barron's

August 27, 2007

View article, View Top 100 Chart listing John Bird as only Utah adviser

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"100 Top Financial Advisors"

Worth Magazine

October 2006

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"100 Top Financial Advisors"

Worth Magazine

January 2004

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"100 Top Financial Advisors"

Worth Magazine

October 2005

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"Nation's 100 Most Exclusive Wealth Managers"

Worth Magazine

October 2004

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"5-Star Morningstar Rating"

Morningstar

August 1, 2004

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"Financial Advisor on Worth List"

Deseret Morning News

January 7, 2004

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"Bloomberg's Top Wealth Managers"

Bloomberg Wealth Manager Magazine

July/August 2003

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