Congratulations to Greg Wells, CFP® for being listed #17 on the Forbes TOP Next-Gen Wealth Advisors list in 2021! This list recognizes advisors born in 1983 or later and are excelling in this graying industry.
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Disclosure:
The Forbes ranking of Top Next-Gen Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For additional details of the methodology used in this ranking can be obtained by visiting: https://www.forbes.com/sites/rjshook/2021/09/21/methodology-americas-top-next-gen-wealth-advisors-2021/?sh=4c24b27e2b8e
The ranking is not comprehensive of all advisory firms, only those that met the rankings Basic Requirements. In order to gain consideration, EP Wealth Advisors, LLC was not required, nor did we submit subscription fees or any other form of payment. The third-party ranking displayed should not be construed as an endorsement of the advisor by any client nor is it representative of any one client’s evaluation or opinion of the advisor. Third-party rankings are no guarantee of future investment success. Working with a highly ranked adviser does not ensure that you will experience a higher level of performance. EP Wealth Advisors was not ranked as a firm. Individual Advisor Employees were. Greg Wells ranked 17.
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
