Andrew Bennett, CFP®’s Post

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Join me in congratulating AKD's President Stephanie Ackler for making the Forbes 2024 list of Best-In-State Wealth Advisors! 🎉 It's easy to understand why they picked her - Stephanie is an inspiration to everyone she meets and has been smashing glass ceilings in our industry for 40 years. ⭐ Congrats Stephanie; you've always been a top advisor in my mind! 🔝 The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Congratulations to Alex Roig, Senior Partner and Wealth Advisor, for being named this month's Market Maker by ONESCO! The award recognizes top producers for individuals and agencies. #familyfinancialpartners #financialadvisor #financialplanning #lexingtonky #wealthadvisor

🏆 📣 We are honored to be ranked #149 among the Top 300 RIAs with assets over $1B in Financial Advisor Magazine’s 2024 survey (based on 2023 assets). Shout out to all of Sowell Management's advisor partners and team members who helped make our Top 300 ranking possible. #SowellSuccess #Independence #Growth #FinancialServices #Wealthmanagement #FinancialAdvisors

It's a pleasure that I congratulate Joseph Traba and his recognition as one of 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State. This accomplishment is a testament to his dedication to both his clients and team. It's an honor working with you, and I look forward to celebrating your future accomplishments. https://lnkd.in/em3_6Anb 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

We are excited to share that BBR is ranked number 20 in Barron's 2024 Top RIA Ranking! https://lnkd.in/gH3CpR7m Methodology: BBR Partners was ranked #20 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for this ranking, firms met the following criteria: 1) The firm is a formal legal entity [Corporation, LLC or LLP] and employs a formal CEO, along with other C-suite executives. 2) The firm’s advisors are client-facing representatives who provide fee-based investment advice and financial planning services. 3) The firm’s advisors are formal employees of the firm, not consultants or affiliates. 4) The firm’s advisors report their regulatory assets under management through the firm’s corporate ADV. 5) The firm provides advisors with technology, compliance and investment resources that foster a consistent client experience throughout the firm’s individual advisory practices. 6) The firm serves primarily private-wealth clients. Specifically: a majority [over 50%] of the firm’s regulatory assets under management should be attributable to some combination of these three categories of client: (1) individual investors [including mass affluent, HNW and UHNW] (2) charitable organizations/foundations (3) endowments. Advisors who wish to be ranked fill out a survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations.