Forbes Best in State Wealth Advisor

Andrew Meredith named as a Forbes Best in State Wealth Advisor.

Andrew has been named consistently to Forbes rankings of Best in State Wealth Advisors. He was recognized in 2018, 2019, 2020, and 2021.

This esteemed recognition is a testament to his commitment in providing the highest level of service and advice to his clients.

Developed by SHOOK Research, the Forbes Best-In-State Wealth Advisors rankings are based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.