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We are excited to share that our CEO and Managing Partner, Shon Flaharty, has been named to Forbes 2023 Best-In-State Wealth Advisor list. This would not have been possible without the trust of our clients in our entire team at Flaharty Asset Management. We remain honored to support you in your pursuit of your financial goals.
Barron's Top 1200 Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Awarded to Shon Flaharty. The 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. Awarded to Shon Flaharty. Financial Times 400 Top Financial Advisers minimum criteria: Financial advisors managing at least $300 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility. Awarded to Shon Flaharty.