Advisors do not pay a fee for placement on Forbes Top Advisor rankings; they are independently determined by SHOOK Research.¹ The SHOOK Research method for selecting these advisors aims to be anything but “robotic” and is based on an algorithm of qualitative and quantitative criteria, including industry experience, revenue produced, assets under management, compliance records, and a series of phone and in-person interviews.  

“The very best advisors are laser focused on having a positive impact on their clients' lives," says R.J. Shook, president and founder of SHOOK Research. "They want to add meaning, help them live better lives…If we're going to recommend advisors to the public, we have to make sure every advisor is high quality and can provide 'impact.' When we meet with an advisor in person or on the telephone, we are thinking to ourselves, 'Is this someone that can offer impact and we would recommend to a friend or family member?'" 

With these criteria in mind, it should come as no surprise to our clients that Kelly was selected for the Forbes Best-in-State Advisor list. He personally views each and every client as a personal relationship, and he truly cares about helping them plan, build, and preserve their wealth, as he has been doing for the past 35+ years.

Kelly Is Here to Guide You Through Uncertain Times 

Earl Knecht, CFP® Vice President & CFO	Robert Mauer Financial Services Coordinator	Sara Aikman Director of Client Relations & Operations

¹The Forbes Best-in-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and 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. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

As Seen On