We’re excited to share Elizabeth Evans, CFP® has been ranked #1 in Indiana and #12 in the U.S. on Forbes America’s Top Next-Generation Wealth Advisor list for 2025! 🏆🎉
Thank you to our clients for your loyalty and continuous trust!
With nearly 40% of advisors expecting to retire within the next decade, we’re proud to have a dedicated team that can keep working with you for generations to come.
Rankings were based on SHOOK Research:
- 49,859 nominations received, based on high thresholds and qualifications
- 28,226 invited to complete online survey
- 24,181 telephone interviews
- 6,531 in-person interviews at advisors’ locations
- 1,553 web-based interviews
- 4,653 individuals considered for our Next-Gen ranking
#forbesadvisor #financialadvisors #wealthmanagement
Top Next-Gen Wealth Advisors, created by Forbes/SHOOK Research. Presented in August 2025 based on data gathered as of 3/31/25. A licensing fee was paid for use of the Forbes award logo. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.
