Broker Check
Forbes, Best-in-state Wealth Advisors

Forbes, Best-in-state Wealth Advisors

April 04, 2018
Each year Forbes Magazine creates a list of the Best-in-state Wealth Advisors. The 2018 list was released in February and I am very pleased and honored to say that I and the team at Impel Wealth Management were honored to be included on this year's list. 
This is even a greater honor due to the fact that Forbes hires SHOOK Research to vet out the top advisors through an intensive quantitative and qualitative process. This process starts with nominations from firms across the industry including Cetera, Pershing, Merrill Lynch, UBS, Charles Schwab, etc. There are over 21,000 nominations received. From there, nominees were invited to complete a comprehensive online survey that looked at both quantitative numbers, and qualitative attributes such as team, service model, and philosophy.
Subsequently telephone and in-person interviews were held before Forbes and SHOOK completed their final rankings. It is an honor to be included among the top Wealth Advisors ranked in the state of Ohio, and one of only four ranked in the greater Akron area. As you think about the changes that we have encountered over the last year, this becomes an even greater accomplishment, buying, renovating and moving to a new historic building in Cuyahoga Falls, going through a rebranding process, and affiliating with the national Horizon Advisor Network.
The conference for those recognized took place in Las Vegas at the end of February. It was an amazing group of people and we had a number of incredible keynote speakers. The group also raised over $500,000 during the conference for breast cancer research through donations to the Susan G Komen Foundation. A few pictures and a link to the Forbes article are included below.
Finally, I would like to publicly thank the amazing team of professionals that I get to work with every day at Impel. Not only do they understand and share a vision for serving our clients with excellence, we have been able to create an atmosphere of joy and fun that makes it a pleasure to come to work every day. When you see them or talk with them next, please acknowledge their role in this honor as we keep "Moving Life Forward" together!!
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluations.