Last month, Forbes and SHOOK Research released the 2022 ranking of Best-in-State Wealth Advisors. Our firm was honored to be represented on the list by Wally Obermeyer, Ali Phillips, and Dana Nightingale, CFA, CFP©. In addition to being recognized as the highest-ranked independent advisory in Colorado, we were the only such firm in the state to have three advisors ranked in the top 50 on the list.
While the listing names our individual advisors, they are quick to point out that it reflects our entire team’s dedication to serving our clients. “This award represents the collaborative work that we do as a team to help guide our clients on their respective paths toward financial peace of mind, especially during challenging markets,” said Nightingale. “We find that goal is most achievable through thoughtful and personalized investment management services, sound financial planning, and providing the attention our clients want and need. We work every day on our clients’ behalf so that they can spend their time doing what they love. By letting us focus on their financial futures, we aim to help them reduce their stress around reaching their long-term goals.”
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through virtual and telephone due diligence interviews, quantitative data, compliance records, and industry experience.
We want to thank our clients, whose continued trust and partnership make awards like this possible.
To view the complete rankings, visit Forbes’ website by clicking here.