Forbes Best-in-State Award
Meredith Lindung Wealth Management has been named to the Forbes 2024 Best-in-State Wealth Management Teams list. “We’re proud of Andrew, Kevin and their team for earning this prestigious recognition from Forbes. It’s a testament to their dedication to providing clients with comprehensive wealth management advice and stellar client service. Congratulations to Meredith Lindung Wealth Management on this well-deserved accolade,” said Kevin Reed, President of the Firm’s Private Client Group.
Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
ABOUT MEREDITH LINDUNG WEALTH MANAGEMENT
When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.
As a part of a full-service Firm, we can provide access to everything you need to best execute your financial plan, helping you through each step toward achieving your financial goals. We are committed to putting your needs first and offering you trustworthy, customized, and accessible financial and investment services fit for your needs. Janney offers a comprehensive range of financial planning services, along with high-quality investment solutions and a support team of specialists for all of your wealth needs.
At Janney, you can feel confident that your wealth management firm will be there over the long run to support your financial goals, in every market condition, through every stage of your life.
