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Andrew Altfest recognized as 2018 “Best-In-State Wealth Advisor” by Forbes

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We are pleased to report that Forbes has named Andrew Altfest, CFP® a “Best-In-State Wealth Advisor” in their 2018 ranking.

Considered by Forbes to be among the nation’s best advisors, Andrew was selected based on several considerations including client service model, investing process, business type, as well as his experience level and integrity. Full details of the selection criteria can be found below.

This is Andrew’s second recent recognition from Forbes, as he was also named to their “America’s Top Next-Generation Wealth Advisors” inaugural listing in 2017, ranking #61 out of 500 next-generation advisors.

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. 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. Additional details regarding the criteria and process utilized in formulating these rankings can be found here.

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