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It has been a whirlwind couple of weeks for the Flaharty Asset Management team. Forbes/Shook announced yesterday the Best-In-State Wealth Advisors list for 2022 and we are proud to be ranked #5 in the state of Florida. This is just two-weeks after placing on the Barron’s America’s Top 1200 Financial Advisors List. In addition to being named to the Financial Times 400 Top Financial Advisors: Best In Class List.
We are truly blessed to have an amazing group of clients that have helped us reach this milestone, as well as a selfless team of dedicated individuals that have made all this possible!
We are absolutely humbled and honored to make the Barron's Top Advisor list this year. Thank you to our amazing clients, and a team at Flaharty Asset Management that is simply the best I have ever seen. Many thanks!
Flaharty Asset Management is proud to have had two of our advisors,Shon E. Flaharty, CFP®, AIF® and Brian A. Inman, AIF®attend the Forbes/Shook Top Advisor Summit in Las Vegas this week!
Thank you to RJ Shook, Liz Shook and Frank Berland for inviting them to this event.
Shon joins an elite group of our nation’s top 400 advisors from national, regional, independent and bank broker-dealers. In the group, the “average” advisor has 28 years of experience and manages $2 billion in assets. Advisors receiving this distinction were evaluated based on six criteria, including years of experience, assets under management (AUM), AUM growth rate, compliance record, accessibility and transparency, and industry knowledge. The annual Financial Times 400 list is produced independently by Ignites Research on behalf of Financial Times.
Shon is pleased to be included with this exclusive group of leading financial specialists. He credits his success to the dedication of his team, saying, “I am blessed to work with an amazing team of people who have made it their mission to serve our clients every way they can. Without their dedication and tireless commitment to our clients, none of this is possible.”
As fiduciaries, the professionals at Flaharty Asset Management hold themselves to the highest standards in the industry. Their tenured team consists of numerous specialists with advanced degrees and designations that allow them to work with their clients on all facets of their financial plans, regardless of their complexity. Backed by LPL Financial, the nation’s largest independent broker dealer. Flaharty is committed to providing objective financial advice.
Flaharty Asset Management considers themselves part asset-management firm / financial planners and part family office. Regarding the firm’s attentive approach, Shon says: “Whether it’s our concierge services or our clients’ retirement plans, we make sure our clients know that we are more than just an asset management firm. We work with a small number of families, and we often get to serve two or three generations of clients, underscoring our long-term commitment to their success.”
The goal for Flaharty Asset Management is simple: they want to make sure, when all is said and done, they have made a difference in their clients’ lives.