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Tony Parr, Partner, and Brian McKnight, Partner, have been once again recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors in 2024. This year, John Rudi, Partner, has also been recognized as one of the 2024 Best-In-State Wealth Advisors.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Congratulations to our entire team for being selected as one of the 2024 Forbes Best-In-State Wealth Management Teams!
2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-In-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.