For the fifth consecutive year, Jesse Hurst and the team at Impel Wealth Management have been recognized by Forbes and SHOOK Research as a Best-In-State Wealth Advisor.
This year’s list features more than 6,500 of the best financial advisors in the nation – including only 192 from the state of Ohio and just 12 from the Akron area. Nearly 35,000 financial advisors were nominated for the honor, and analysts from SHOOK Research conducted more than 18,000 virtual, telephone and in-person interviews with advisors.
“Our team is incredibly proud to have earned this recognition for five years in a row,” said Hurst. “It’s a testament to the priority we place on helping every client Move Life Forward manage their financial life with confidence – so they can build the future they’ve always envisioned.”
So, what does this recognition mean to you? When entrusting your financial future to an advisor, you want to be assured they’re highly qualified with a proven track record.
At Impel, we combine both industry knowledge and constant monitoring of economic trends to put you on a trajectory to work towards your future goals. Industry rankings, such as the Forbes Best-In-State Wealth Advisor list, are evidence of this dedication – and can help give you confidence that you’re partnering with a trusted professional.
We are happy that our team, and therefore the number of clients families we are able to serve, have both grown over the last five years. We know that during times of economic, market and geopolitical uncertainty that people have questions and concerns about what they should do to reach their unique goals. We are passionate about guiding people through this process. It is our mission and what drives us every day.
To learn more about what makes Jesse Hurst and the Impel Wealth Management a Best-In-State Wealth Advisor, visit impelwealth.com or call (330) 800-0182 to schedule an introductory meeting today.
According to Forbes, its ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria (gained through telephone, virtual and in-person due diligence interviews) and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
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 Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years' experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of [List most recent date and number of nominations] nominations received, based on thresholds - [List most recent number] invited to complete online survey - [List most recent number] telephone interviews - [List most recent number] in-person interviews at Advisor's location. 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.