June 20, 2023
Buckingham Advisors are Recognized in AdvisorHub’s Rankings for the Second Year in a Row
Buckingham’s advisors have done it again! We are excited that ten of our associates have been acknowledged in AdvisorHub’s “2023 Advisors to Watch” rankings.
Our advisors are dedicated to going above and beyond for their clients. They are always taking that extra step, and the industry has noticed. We are excited to announce yet again our wealth advisors are recognized in AdvisorHub’s latest rankings. The methodology was based on the three main points of scale, growth and professionalism.
- Erica Bouchard, CFP® – 50 Women
- Brad Brisan, CFP® – 100 RIA
- Jeff Chernitzer, CPA, PFS – 100 RIA
- Mike Clayman, CFP®, ChSNC® – Top 200 Fast Growers
- Brian Fenn, CFP®, CLU, ChFC® – Top 200 Fast Growers
- Joli Fridman, CFP®, CPA, PFS – 100 RIA
- Tad Gray, CFP®, CIMA, CAP – 100 RIA
- Maryann Vognild, CFP® – 100 RIA
- Thelia Wade, CPA, PFS – 100 RIA
- Andrew Waite, CFP® – Top 200 Fast Growers
Third-party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
The above rankings are published by AdvisorHub. The results are based on survey data gathered through nominations. Nominees were required to have a minimum of seven years' experience, $100m minimum AUM and, clean regulatory record. Advisors were ranked on the size and makeup of their practice, year-over-year growth; and professionalism and character. Neither Buckingham nor the nominated advisors pay a fee to AdvisorHub magazine for inclusion into the rankings, nor is Buckingham affiliated with AdvisorHub. The criteria used to compile this list of Advisors is partially based on AUM and is not based on the quality of the Advisors services to clients.
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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. R-23-5647