As a result of our integrity, objectivity, and hard work, we have built an exceptional reputation over the 20-years we have served our clients.
July/August 2005, Bloomberg
Bloomberg ranked Rinehart & Associates as a “wealth master” in its annual ranking of wealth managers. The list of “wealth masters” included the 500 best financial advisors in the United States.
July 2005, Financial Planning
Financial Planning included the expertise of Eric Clark and Treven Ayers in “The Principled Portfolio”, an article about socially responsible investing.
September 2001, Worth
Worth recognized Mary Rinehart as one of the top 250 best financial advisors in the nation for the fifth consecutive year. This year, she was only one of four financial advisors recognized from North Carolina.
December 2000, Business Week
Business Week publicized the need for wealth management. The magazine recognized Rinehart & Associates as a comprehensive wealth management firm.
July 2000, Women in Business Achievement Award
The Business Journal of Charlotte presented Mary with one of the 25 Women in Business Achievement Awards, which recognizes outstanding achievement in business in the Charlotte area during the past year.
October 1998, USA Today
USA Today profiled a retiree who wanted to have her investments analyzed. The newspaper solicited Mary’s advice; Mary wrote a response with the theme of cutting cash and paring domestic stock holdings.
June 1998, Forbes
Mary Rinehart was one of five national financial planners to complete a portfolio for a fictional family. The recommendations of each of the financial planners was compared in the article “Bedlam” in Forbes.
October 1997, Worth
Mary Rinehart is named one of the nation’s 250 top financial advisors by Worth.
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