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. No fee was paid to be included in the ranking or to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
