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Three Ascend Advisory Group Financial Advisors named to Forbes Best-In-State Wealth Advisors 2022.

Updated: Sep 18, 2023

Ascend Advisory Group is proud to share that three of the Company’s Financial Advisors have been named to the Forbes Best-In-State Wealth Advisors 2022 for the State of Ohio.

We are pleased to announce:

Learn More about Tony’s award here

Learn More about Chris’s award here

Learn More about David’s award here

Branch office manager Jackie McNeely said, “I believe these accolades represents an impressive list of professionals that come to work with one goal on their minds – helping their clients succeed financially. From my perspective, this recognition confirms our respect for Tony, Chris and David’s distinguished careers of service at Ascend Advisory Group, for our clients. To have so many award winners in one place, truly reflects on what we are trying to continue to build upon here and exemplifies the continued pursuit of excellence.”

"Here's what our research has found: the very best advisors are laser focused on having a positive impact on their clients' lives. They want to add meaning, help them live better lives,” says R.J. Shook, president and founder, SHOOK Research, in an article outlining the methodology.

Shook goes on to share the extensive research as of April 2022, which includes:

· 34,925 nominations received, based on high thresholds and qualifications

· 19,640 invited to complete online survey

· 14,476 telephone interviews

· 2,657 in-person interviews at advisors’ location

· 1,311 Web-based interviews

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. 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.

1 As of April 7, 2022


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