Forbes Again Names Aspen Wealth Strategies’ Andy McClaflin One of Nation’s Best-in-State Wealth Advisors

For the second year in a row, Aspen Wealth Strategies’ Founder and Chairman, Andy McClaflin, has been named to the Forbes list of America’s Best-in-State Wealth Advisors, which recognizes advisors from national, regional, and independent firms. (To view the entire list, please click here.) This has come on the heels of Andy’s recent back-to-back (2018 & 2019) Forbes rankings as one of America’s Top Next-Generation Wealth Advisors.

Said Andy of this recognition:

“This is truly a team award. We work diligently as a practice to offer best-in-class service to all of our clients and it takes everyone in this office to make that happen. We absolutely love what we do every day and to be recognized for that is very humbling.”

Andy and his team, who manage more than $275 million in client assets, offer their clients comprehensive financial planning, asset management, business owner services, and exceptional communication & experience.

If you are interested in setting up a complimentary consultation with Andy and his team, you can contact him here.

If you’d like to read more, you can access additional financial planning articles, as well as market & economic updates, here.

 

 

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 practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Aspen Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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