Elizabeth Evans, CFP® and Brooke May, CFP® Recognized on Forbes 2024 Best-In-State Wealth Advisors List


We are thrilled to announce Elizabeth Evans and Brooke May have been recognized on Forbes 2024 Best-In-State Wealth Advisors List.

Congratulations Brooke and Lizzie for the well deserved recognition. We could not be more proud of this hardworking duo!

As always, thank you to our clients for the continued support and loyalty.

See the full article and list click here!

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Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.