Smith Wealth Advisory Group has been named to the Forbes 2024 Best-In-State Wealth Management Teams list. “We’re proud of Kevin Smith, Alyssum Keefer, Tyler Lerman, and Josh Hogan 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 Smith Wealth Advisory Group on this well-deserved accolade,” said Kevin Reed, President of the Firm’s Private Client Group.
“Smith Wealth Advisory Group is honored to have been recognized by such a reputable organization as Forbes,” stated founding partner Kevin Smith. “I commend my teammates on their dedication, knowledge, and outstanding client service - values that are reflected in this distinction. A very special thank you to our clients for the trust you have placed in us. This honor is the product of a collaborative effort that is as much a reflection of you as it is of us.”
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.
