Zach Musgrave Named to Forbes' List of Best-In-State Next-Gen Wealth Advisors

Burlington, VT – Zach Musgrave, CFP®, CIMA®, of Hickok & Boardman Capital Management, located at 346 Shelburne Road, was among the Raymond James-affiliated advisors named to the Forbes Best-In-State Next-Gen Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online August 8, 2024.

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

Those advisors that are considered are under 40 with a minimum of four years' experience. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and whether the advisors encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation is provided for using the rating.

The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ locations, 1,545 virtual interviews, 4,081 individuals considered, and 1,621 individuals won the Next-Gen ranking.

This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.

Musgrave joined Hickok & Boardman Capital Management in 2013. He and his team provide highly personalized financial planning and wealth management services to individuals, families, and institutions. With a client-focused approach, they are dedicated to helping clients reach their financial goals, empowering them to pursue their passions with confidence and focus on what matters most.

To reach Musgrave or the advisors at Hickok & Boardman Capital Management, more information can be found at www.hbcmvt.com or by calling 802-863-5534.

About Forbes Top Next-Gen Wealth Advisors Best-In-State
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.

Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.