The Huffman-Mayer Wealth Management Group of Wells Fargo Advisors brings almost 200 years of collective experience to providing personalized guidance that helps clients meet their investment planning goals.
Once Again Named as One of Forbes' Best-In-State Wealth Advisors List in 2023
Also included in 2022, 2021, 2020, 2019, and 2018.
Congratulations to James Mayer, Jr. on his selection to the 2023 Forbes Best-In-State Wealth Advisors.
Source: Forbes.com (Awarded April 2023) Data compiled by SHOOK Research, LLC based on the time period from 6/30/21-6/30/22. (Awarded April 2022) Data compiled by SHOOK Research, LLC based on the time period from 6/30/20-6/30/21. (Awarded April 2021) Data compiled by SHOOK Research, LLC based on the time period from 6/30/19-6/30/20. (Awarded April 2020) Data compiled by SHOOK Research, LLC based on the time period from 6/30/18-6/30/19. (Awarded April 2019) Data compiled by SHOOK Research, LLC based on the time period from 6/30/17-6/30/18. (Awarded April 2018) Data compiled by SHOOK Research, LLC based on the time period from 6/30/16-6/30/17. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. 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.
Huffman Mayer Once Again Named as One of Forbes' Best-In-State Wealth Management Teams in 2024
Also included in 2023.
Source: Forbes.com (Awarded January 2024) Data compiled by SHOOK Research, LLC on the time period from 3/31/22-3/31/23. (Awarded January 2023) Data compiled by SHOOK Research, LLC on the time period from 3/31/21-3/31/22. Fee paid for use of marketing materials. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. 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.
Our People
Our office consists of a fully integrated team of financial professionals, with a cumulative total of almost 200 years of experience in the financial services industry. Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Specialist, an Accredited Asset Management Specialist, and an MBA.
Our Accolades
Year after year, we continue to be recognized by our peers, our firm, and our industry for the diligence we display in helping guide our clients toward prosperity. Members of our team are honored to have been recognized by Wells Fargo Advisors. We believe recognitions like these are only possible because of our clients.
Our Process
Over the past four decades, we have developed and carefully refined our investment process. While the specifics of every individual and family we work with are different, there are many common elements in how we work with clients. We are committed to delivering a comprehensive plan to help our clients achieve their individual goals.