K. Mark Wedel, Managing Partner, has been recognized on the 2022 Forbes Best in State Wealth Advisors list. For the past two consecutive years, 2021 and 2022, K. Mark Wedel has been named to the list.

This accolade represents a list of professionals that come to work with one goal on their minds – helping their clients succeed.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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