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Obermeyer Wood Team Recognized by Forbes as Nation and State’s Top Wealth Advisors  Thumbnail

Obermeyer Wood Team Recognized by Forbes as Nation and State’s Top Wealth Advisors

We are excited to share that Forbes and SHOOK Research recently recognized our firm. Wally Obermeyer, Ali Phillips, and Dana Nightingale, representing our team’s collective efforts, were recognized for their dedication to providing clients with sound financial guidance and investment management. 

Obermeyer was named one of the top 250 wealth advisors in the country, and one of the top advisors in the state of Colorado. Phillips and Nightingale joined him on the ranking of the state’s top advisors, and Obermeyer Wood was the only independent advisory firm in Colorado to have three advisors named to this list.

The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The ranking also weighs factors such as service models, compliance records, and industry experience, and focuses on those who encompass best practices in their approach to working with clients.

“We are driven by our desire to serve our clients and their families to the very best of our abilities,” said Phillips. “These recognitions reflect the dedication of everyone at Obermeyer Wood to providing best-in-class service, holistic financial planning and guidance, and sound investment management. We also know that none of this would be possible without our clients’ partnership and support, for which we are grateful.”

To read more about these awards, please view the announcement pages for the Top 250 Wealth Advisors or Best-in-State Wealth Advisors on Forbes’ website, and also visit our website to view important disclosures regarding third-party awards and recognitions.