Shadforth Financial Group Ltd’s Post

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 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. 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.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, our Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 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. 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.

We are thrilled to announce that Trevor Wilde, AIF®, MBA, Chief Executive Officer at Wilde Wealth Management Group, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 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. 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.

Congratulations to Mark J. Rogers, CIMA® and Gary W. Jbara, CIMA®, CRPS®, CRPS® for being recognized as two of Barron's Top 1,200 Financial Advisors for 2024! We could not be prouder to have such talented individuals representing our team and redefining industry standards for success. The ranking is based on data compiled by Barron's from September 2022 to September 2023. Check out the link to learn more about this prestigious award. #BarronsTopAdvisors #FinancialAdvisors #IndustryLeaders #MorganStanley

We are thrilled to announce that Trevor Wilde, our Chief Executive Officer at Wilde Wealth, has been named #30 on Barron's 2024 Top 100 Independent Advisors list! This honor reflects his exceptional insight and innovative methods in the world of financial planning. Congratulations, Trevor! We’re incredibly proud of this achievement and excited for the future! #Barrons #BarronsTop100Advisors #BarronsRanked 2024 Top 100 Independent Advisors issued by Barron’s. Over 4,000 advisors who wish to be ranked fill out a 102-question survey about their practice, data is then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. 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. 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.

We are honored to have been named on Forbes list of America’s Top RIA Firms for 2024! This list recognizes independent firms for their leadership and experience as a financial advisory firm. #WellesleyAssetManagement was listed as the 31st Top RIA Firm out of 250 firms across the country. View the full list here: https://lnkd.in/gyRbJuW8 Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement for the adviser by any client, nor are they representative of any one client’s evaluation. Please click here for award disclosures. Unless otherwise specified, all awards shown are based on the one-year period immediately preceding the date listed. No compensation was paid by WAM to receive or be considered for the ratings.

Plant-A Insights, in partnership with Newsweek, is thrilled to recognize Naples Global Advisors, LLC as one of America’s Top Financial Advisory Firms for 2025. With remarkable short- and long-term asset performance, a dedication to exceptional client care, and a broad array of services, they have firmly established themselves as leaders in the industry. Finding a financial advisor who pairs deep expertise with a client-first mindset is no small task. That’s why America’s Top Financial Advisory Firms for 2025 is so impactful—it recognizes the top 750 firms from over 15,000 SEC-registered advisories, focusing on what truly matters in this industry. This recognition isn’t just a badge of honor; it’s a reflection of hard work, integrity, and a commitment to excellence. See the full rankings here: https://lnkd.in/gUwUVAY4 Dive into the award methodology: https://lnkd.in/g6KnZJvX Michael Morris Kerry Geroy John Suddeth Sara Perkins Greg Debski, CFA Wyatt Russo, CFA #TopAdvisoryFirms2025, #FinancialExcellence, #TrustedAdvisors

We are thrilled to announce that financial experts Skip Braun and Mike Portegello have joined our advisory council to help expand firm growth in the New York market.    “We are thrilled to welcome Skip and Michael to our growing Advisory Council. Their experience, reputation, and extensive relationships across the market will be invaluable as we continue to grow our New York practice. We are eager to work with them as we continue to develop meaningful solutions and address the current and future needs of our clients.” -Erik Linn (Co-Founder and Managing Partner at CrossCountry Consulting)    Read the full press release: https://lnkd.in/ei447AwQ    #CrossCountryConsulting #ABetterExperience #AdvisoryCouncil #NYC #FinancialExperts

Following the announcement that Legacy Wealth Advisors was awarded Independent Wealth Manager (South East Asia) at the WealthBriefingAsia Awards 2024, we are pleased to share Elizabeth’s recent interview with Acclaim Magazine. In this interview, Elizabeth shares some thoughts on Legacy’s winning formula and what she would like to see changed about the wealth management industry. Can you guess? we'll give you a clue with one of her favourite quotes: “The most important thing is to keep the most important thing the most important thing" - Donald P. Coduto #clientfirst #wealthmanagement

Check out what you missed from Christopher Argent, Michael Mills, and Amanda Thurlow in this morning's session - the secrets for a successful nomination for the Digital Finance Function Awards! 🔍 Once you've uncovered all the secrets, why not nominate yourself, your team, or a peer for this year's awards? Remember, nominations close on Monday, 29th! ⏳ Access the nomination form in the comments below 👇 #cfos #financeleaders #accountingandfinance