Each year, Forbes investigates and ranks the top wealth advisors of our country. This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top advisors who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.
LVW Advisors very own, Lori Van Dusen, has been recognized as #3 in Forbes’ Best-in-State Wealth Advisors!
The Forbes ranking process is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Each advisor must have a minimum of seven years experience and proven best practices within their approach to working with their clients.
Read More: www.forbes.com
