*Forbes recognized Douglas Meyer and Neil Cooper, Financial Advisors, named as one of their Best-in-State Wealth Advisors 2020, 2021, and 2022 Rankings. Ranking algorithm based on industry experience, interviews, compliance records, assets under management, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
The 2022 Forbes Best-In-State Wealth Management Teams are evaluated on a range of factors for the team based on prior year data: number of team members, number of years in the industry, length of time operating as a team, the majority of revenue must be with individuals, and acceptable compliance records. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Fee paid for use of logo.