Best in State Top Next-Gen Wealth Advisors for 2022
Madison, WI (August 3, 2022) Midwest Financial Group, a provider of financial services in Madison, WI announced that Matthew Cuplin has been named to Forbes’ list of Best in State Top Next-Gen Wealth Advisors for 2022. The list is published on https://www.forbes.com/best-in-state-next-gen-advisors.
According to Forbes, a leading financial publication, the ranking reflects 1000 advisors honored were all born in 1983 or later and are excelling in this graying industry. List makers are determined based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
“I am pleased to have been named to this prestigious list—a recognition that, to us, speaks to our firm’s commitment to values-based planning,” said Matthew Cuplin. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
About Midwest Financial Group
Midwest Financial Group has been providing individuals and organizations with financial guidance since 1991. Located at 1806 Seminole Hwy, Madison WI 53711, Midwest Financial Group’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit www.mfgteam.com. Advisory services offered through Osaic Wealth, Inc., a Registered Investment Adviser.
The 2022 Top Next-Gen Wealth Advisors ranking issued by Forbes/SHOOK Research in April 2022 for the June 2020 to June 2021 time period was awarded to the top next-gen wealth advisors in the country with Matthew Cuplin being recognized. The ranking is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews including client impact, industry experience, credentials, review of compliance records, firm nominations—and quantitative data. Those advisors that are considered were born in 1986 or later and have a minimum of four years' experience as an advisor. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. No fee was paid for the nomination or receipt of this award. However, the FP did pay for enhanced features on their online profile to promote this award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Click here https://www.forbes.com/best-in-state-wealth-advisors/#6dacf206291d for more award information.