The Clifford Group is thrilled to announce that they have been recognized with the esteemed AdvisorHub Award: 200 RIAs to Watch. This accolade is a testament to the company’s commitment to excellence, innovation, and unwavering dedication to our clients.

The AdvisorHub Awards, are a highly respected honor within the financial services industry. They recognize firms and leaders that demonstrate outstanding performance, exemplary client service, and commitment to ethical practices. The Clifford Group has been selected for this award based on their impressive track record of delivering superior financial advice and innovative approach to wealth management.

Quote from CEO: “We are incredibly honored to receive the AdvisorHub Award,” said Gregory Clifford, CEO of The Clifford Group. “This recognition reflects the hard work and dedication of our entire team, who are committed to providing our clients with the highest level of service and expertise. It also highlights our continuous efforts to innovate and adapt in an ever-changing financial setting.”

About The Clifford Group: Founded in 2020, The Clifford Group has established itself as a leader in the financial advisory industry. With a client-centric approach, we offer a wide range of services including investment management, financial planning, retirement solutions, and more. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future.

About AdvisorHub: AdvisorHub is a leading resource for wealth management professionals, providing news, analysis, and commentary on the financial services industry. The AdvisorHub Awards recognize excellence among firms and individuals who have made significant contributions to the industry.

Important Information:

The Clifford Group LLC (“The Clifford Group”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where The Clifford Group and its representatives are properly licensed or exempt from licensure.

For additional information, please visit The Clifford Group website at www.thecliffordgrp.com.

The 2024 AdvisorHub “200 RIAs to Watch” award was announced in June 2024. AdvisorHub received nominations from 339 firms for the award. Methodology: Nominees are required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors are ranked on the 1) SCALE: size and makeup of their practice; 2) GROWTH: year-over-year growth; 3) and PROFESSIONALISM: certification, regulatory record, team makeup. Participation in this ranking is open to any firm or advisor and there are no fees for participation. All data is from 12/31/2022 and 12/31/2023. The award is valid 6/13/24 to 6/12/2025.

Brenna Edward Executive Assistant The Clifford Group 617-952-0620 Brenna.Edward@thecliffordgrp.com https://www.thecliffordgrp.com/ The Clifford Group 321 Commonwealth Road, Suite 103 Wayland, MA 01778