As stewards of your wealth, our team is honored to share in the great responsibility of caring for your future. For more than 25 years, Schoen Capital Group of Raymond James has collectively been helping preserve and grow what our clients have worked so hard to build. By carefully creating and managing tailored financial plans connected to you and your life, we share a clear path to not only help preserve what you’ve earned – but provide confidence that your financial future is being prudently cared for.
“No matter what you do, no matter what you achieve, no matter how much success you have … relationships are important.”
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The Forbes Best-In-State Wealth Advisors 2024 ranking, 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. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
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