We are excited to announce Paul's rankings in Barron's and Forbes this year! He maintained his #11 spot in Washington State in Barron's Top 1200 Financial Advisors across America, ranked as #173 of America's Top Wealth Advisors by Forbes, and climbed to #2 in all of Washington State on Forbes' Best-in-State Wealth Advisors list.
Being consistently recognized over the years is a true honor, and one that we do not take lightly. We realize this would not happen without our clients and their trust and support, so... THANK YOU! Your confidence in our services means the world to us. We look forward to serving you all in the years ahead and gladly welcome any friends or family who may have an interest in our retirement planning and investment management services!
Disclosures
Forbes: Best-in-State Wealth Advisors: The Forbes ranking of Best-in-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2023: 39,007 nominations received, based on high thresholds and qualifications - 22,243 invited to complete online survey - 17,546 telephone interviews - 3,557 in-person interviews at advisor's location - 1,361 web-based interviews.
Barron's Top 1200 Financial Advisors: Over 4,000 advisors who wish to be ranked fill out a 102 question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
Forbes: Top 250 Financial Advisors: The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of April 2023: 39,007 nominations received, based on high thresholds and qualifications - 22,243 invited to complete online survey - 17,546 telephone interviews - 3,557 in-person interviews at advisor's location - 1,361 web-based interviews.
Recognition from rating services or publications is no guarantee of future investment success or performance. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of 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 evaluations. Additionally, the Firm is not aware of any undisclosed facts that would call into question the validity or appropriateness of the rating.