For the third year in a row, we are proud to announce that Margo Shepard has been recognized by 

Forbes

as being named to the Forbes Top Women Wealth Advisors Best-in-State.

She has now earned this award for 2020, 2021 and 2022. Read More  



The Forbes Top Women Wealth Advisors Best-in-State 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.