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The Estate Plan: It is not about you; it is about those who you leave behind.
09.16.2024 // WealthWise Strategies
By Rinaldo D. Crassa, CFP®, AIF® Chief Operations Officer...
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Smart Strategies for Funding Your Child’s College Education
08.19.2024 // WealthWise Strategies
By Craig Valentine, CFP®, ChFC®, CRPC®, CLU®, CLT...
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College Preparation Guidelines to Consider
07.25.2024 // WealthWise Strategies
By Morgan Weil, CFP® Senior Wealth Manager & Financial A...
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About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (January, 2021). 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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