OWIC Included in Forbes’ “Best-in-State Wealth Advisors” List
February 28, 2018
We are proud to share that Forbes' 2018 state-by-state ranking of America's top wealth advisors includes Wally Obermeyer and Ali Phillips (No. 2 and 9, respectively).
The ranking, developed in conjunction with SHOOK Research, singles out “top-performing advisors across the country” based on industry experience, best practices, personal interviews, and other factors.
As the accompanying article notes, "[C]lients are oftentimes better served by local representation ... Many of the clients we talk to say they consider their advisors and teams like a part of their families, so it's nice to have them close by."
We are honored to work with clients both in Colorado and across the U.S., and are thankful for their continued loyalty and support.
A summary of this list was published in Forbes' February 28, 2018, issue. Click here for complete coverage.