Colorado Springs, CO (April 8, 2022)—Summit Wealth Group, an independent financial advisory firm located throughout the country, today announced that three of its advisors have been named to Forbes’ Best-in-State Wealth Advisors list for 2022. This list includes Randy Morris, CFP® in Scottsdale, Arizona, Ross Haycock, CFP® in Colorado Springs, CO, and Dan Gilbertson, CFP® in Lakewood, CO.
“We are pleased to accept this recognition by Forbes Magazine on behalf of our whole team at Summit.” said CEO Randy Morris. “This all started many years ago with the simple idea that people do not just need a stock broker; they need a competent professional in financial planning who has their best interest at heart. They need someone with in-depth knowledge of their unique financial situation who can guide them through life's journey, help them solve difficult issues, guide them towards financial opportunities and be their source for making financial decisions with complete confidence. I am proud to see this simple idea culminate into what Summit is today. This recognition is a complete validation of the work we all do.”
The ranking reflects the Best-in-State Wealth Advisors for 2022, according to Forbes. Recipients were determined based on a number of factors, including client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria.
About Summit Wealth Group
Summit Wealth Group has been providing individuals and organizations with financial guidance since 2002. Headquartered in Colorado Springs with branch offices located throughout the country, Summit Wealth Group’s advisors pride themselves on crafting unique strategies for each client.
Data provided by SHOOK® Research, LLC., as of 6/30/21. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.