MJP Advisor Named to Forbes 2024 Best-in-State Wealth Advisors List

Congratulations to our MJP advisor for being recognized on the 2024 Forbes/SHOOK Research Best-In-State Wealth Advisors list.

“We are honored to be named to this prestigious list of advisors once again and want to congratulate our team for this incredible achievement,” said Brian Vendig, President of MJP Wealth Advisors. “Our team continues to make a profound impact on our clients’ lives by providing the highest level of financial advice and client service. We are deeply appreciative of our clients and are committed to continuing to exceed their expectations.”

The Forbes 2024 Best-In-State Wealth Advisors ranking consists of 8,507 seasoned wealth advisors that collectively oversee more than $13.5 trillion in client assets. The ranking, developed by SHOOK Research, is based on an algorithm of quantitative and qualitative data, including telephone, virtual, and in-person interviews, industry experience, compliance records, and assets under management.

View Forbes 2024 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.