Oak Creek Wealth Advisors have been named to the Forbes 2025 Best-in-State Wealth Management Teams list for the
third consecutive year. “Congratulations to Oak Creek Wealth Advisors on receiving this prestigious recognition. This
honor reflects their dedication to delivering outstanding wealth management advice and exceptional client service. It also
underscores how Janney’s combination of resources, personalized support, and a collaborative culture empowers advisors
to elevate their practices and achieve success. We’re proud to support them,” 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.
