In recent weeks, I’ve been humbled and grateful to have received recognition from three independent sources:
- Forbes: I have once again been named a Forbes Best-in-State Wealth Advisor for 2024, selected from thousands of wealth managers in Ohio. Forbes' research methodology is thorough and includes qualitative and quantitative data. I’m pleased to have been selected. You can see my Forbes bio here.
- Cetera Financial Group. I have been named to the Circle of Excellence, an elite group of the top 15% of financial advisors who are part of Cetera, our broker-dealer. The Circle honors advisors “who are trustworthy, run a practice with integrity, and pursue excellence in all they do.” I want my name associated with those attributes, and I’ll thrilled to join others in the Circle at an upcoming event.
- Advisor Hub. I am ranked No. 41 in the 100 fastest-growing firms in the country by advisorhub.com, a site that serves the financial services industry, and among 1000 advisors in the country “to watch.” The growth rankings were measured by growth in assets, as well as professionalism, community service, and team diversity.
These acknowledgments prove one thing: Our approach to wealth management is serving our clients well. YOUare the why behind everything we do.
I’ve built this practice on service to our clients, wise planning, and careful execution. Our team embraces our values and delivers a rare mix of intelligence and empathy. I am so honored to lead this group of people.
Recognition drives us forward
We’re not out to “win” awards, but distinctions like these propel us. Our firm name, Impel Wealth Management, is grounded in the idea of moving our clients forward – to where they want to go. Accolades like these motivate us to continue to grow while delivering noteworthy service.
Our most rewarding moments are the times when clients achieve the goals they’ve set – they take a family trip or retire on time or send that grandchild to college.
Thank you for your partnership with our firm, for entrusting us with your dreams, and for helping us build an organization that catches the attention of others.
Best,
Jesse Hurst
Data provided by SHOOK® Research, LLC. Data as of 6/30/21 Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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 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. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The honorees do not pay to be included. Their profiles were drawn from the nomination materials submitted. This list is not comprehensive. It includes only individuals for whom nominations were submitted and accepted after a review by editors. To qualify for the list, nominees must be based in Northeast Ohio. They must be currently employed full time at a financial institution or company offering wealth management services and showcase professional achievements. They must have a minimum of three years’ experience and oversee at least $10 million
in assets under advisement. They must be active in the community and/or philanthropic activities, mentoring programs and/or diversity and inclusion initiatives. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
Circle of Excellence disclosure:
This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.
Advisor's Hub Advisors to Watch
Advisors self-nominate and are ranked on a combination of size/quality of practice, growth of practice and character and professionalism. Growth and quality of practice will account for the majority of the final score. Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
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