Meredith Lindung Wealth Management has been named to the Forbes 2026 Best-in-State Wealth Management Teams list. “We are proud to celebrate Meredith Lindung Wealth Management on being named to the Best-in-State Wealth Management Teams List by Forbes for three consecutive years. This achievement demonstrates their dedication to helping clients reach their goals and the high standards they bring to their practice every day,” said Kevin Reed, President of Janney’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. Data provided by SHOOK® Research, LLC. Data as of 3/31/25.
