Brian Vendig Named to Forbes 2023 Best-in-State Wealth Advisors List
MJP President, Brian Vendig, has been named to the 2023 Forbes/SHOOK Research Best-In-State Wealth Advisors list for the sixth consecutive year.
“It is an honor to be part of this list once again and I want to congratulate our team for this industry acknowledgment,” said Brian Vendig, President of MJP Wealth Advisors. “We are very grateful for our partnership with each and every client. Our team is dedicated to serving the needs of our clients and helping then achieve their financial goals.”
Founded in 1981, MJP Wealth Advisors develops customized financial solutions for each client’s needs. The advisory team provides wealth management, financial planning, and investment services to individuals, families, and businesses. The firm maintains offices in Farmington and Westport.
The 2023 Forbes/SHOOK Research Best-In-State Wealth Advisors list, developed by SHOOK Research, consists of over 7,300 financial advisors and is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients.
View Forbes 2023 Best-In-State Wealth Advisors List
Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. Forbes-ranked advisors, developed by SHOOK Research, is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including 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. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.