Advance Capital Management is pleased to announce Ryan Sheffer has been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.
FOR IMMEDIATE RELEASE / PRURGENT
Grand Rapids, MI – Advance Capital Management is pleased to announce Ryan Sheffer has been named to Forbes magazine’s 2020 Top Next-Gen Wealth Advisors list.
The list recognizes the country’s top next-gen advisors, who “represent the future of the wealth management industry.” The 2020 Top Next-Gen list includes 500 rising advisors who help manage over $1 trillion in client assets.
“I am extremely honored to be named as top young wealth advisor,” said Sheffer, financial advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®).
Sheffer is one of only a few independent financial advisors (i.e., not representing a national corporation) listed for the state of Michigan.
The Forbes Next-Gen Wealth Advisors list is produced independently by Forbes magazine in collaboration with SHOOK Research, a financial services rating firm. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. There are no fees or other considerations required for nomination.
“Recognition as a top advisor is the direct result of the tremendous support from my clients and my firm,” added Sheffer. “It’s my belief that helping people reach their financial goals is about building relationships, not just crunching numbers.”
The Advance Capital Management team of advisors manages $3 billion in assets, providing financial solutions that help people transition from their working years to retirement.
About Advance Capital Management: For more than 30 years, Advance Capital Management has helped thousands of people with personalized financial planning and investment management services. Advance Capital Management has $3 billion in assets under management and over 5,000 investment advisory clients. Headquartered in Southfield, MI, it also has offices located in Grand Rapids, MI, Independence, OH, Lisle, IL and Dallas, TX. The Financial Times named Advance Capital Management a Top 300 Financial Adviser while InvestmentNews magazine named the firm a Top Fee-Only RIA. The firm has also been recognized as a Top Financial Advisor Firm in Michigan, Ohio and Illinois by Investor.com. It was named one of the largest money managers in metro Detroit by Crain's Detroit Business, one of the largest RIAs by Crain’s Cleveland Business, and a top area wealth management firm by Grand Rapids Business Journal.