Broker Check



Financial Times "Top Financial Advisers"

RedStone Advisors' retirement plan consultants have been recognized by the Financial Times for the 6th year in a row as being amongst the nation’s top retirement plan advisors.

Click Here to View 2020 Press Release.

National Association of Plan Advisors “Top 50 Plan Advisors Under 40”

James Moyes of RedStone Advisors was recognized in 2015 as one of the nation’s top retirement plan advisors under the age of 40 and was nominated again in 2016 for the award.

Featured in Forbes, Fortune & Money Magazines

In 2014 RedStone Advisors co-founder James Moyes was interviewed by the publisher of Forbes, Fortune and Money magazine for an article that was published in the July issue of each of these publications.

Click Here to view a copy of the article.

Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Pensionmark Financial Group, LLC.® (Pensionmark) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Pensionmark by any of its clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. A more detailed disclosure of the criteria used in making these awards listings, rankings and/or recognition is included below.

National Association of Plan Advisors (NAPA) “NAPA Young Guns Top Plan Advisors Under 40 – 2017”

Candidates were selected to the 2017 NAPA Young Guns “2017 Top Retirement Plan Advisor Under 40” list based upon client and peer references.  In order to be eligible, nominees must have submitted information about their experience, credentials, background and practice for consideration by a blue ribbon panel of judges. To be eligible for the 2017 Young Guns list, candidates must have been born on or after Jan. 1, 1977.