Broker Check

Named to Forbes' "Best-In-State Wealth Advisors" List

| February 20, 2018

We are honored to have been recognized in Forbes recent list of "Best-In-State Wealth Advisors" for 2018!

You can read more about the methodology by clicking here.

None of this would be possible without the ongoing confidence and support of our clients and for that we thank you!


Disclosure: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying  client objectives and lack  of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.

Out of 21,138 advisors nominated by their firms, 2,213 received the award. 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.