We are pleased to announce that Ike Poplin, Managing Director, Owner, was recently recognized on the 2023 Forbes Best In State Wealth Advisors List. This recognition serves as a reminder that we are committed to working every day toward the success of our clients.
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.