Every year, Forbes magazine and SHOOK Research publish a list of the Best-In-State Wealth Advisors.
Shook Research states their research has found: “the very best advisors are laser focused on having a positive impact on their clients’ lives; they want to add meaning and help them live better lives.”
We are so fortunate and grateful to announce that two of CWCJ’s partners have been named as one of the top Best Wealth Advisors in the state of Missouri! Well done Diane Compardo, CPA, CFP®, PFS, AWMA and Mark Conrad, CPA, CFP®! Your team is proud of your continued efforts and commitment to our clients!
2023 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Moneta nor any of its advisors pay a fee in exchange for this award. Here is a link to the full list: Forbes Best-In-State Wealth Advisors 2023
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