Congratulations to Magnan Family Wealth Management for being recognized as a 2025 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 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. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Our Philosophy
Instead of focusing on external factors that we can’t control, Magnan Family Wealth Management (MFWM) has always focused on things that we can. Things like our office phone number (the same for 30 years!), how we render our financial advice, and our belief that the changes in your own life are what matter the most. Of all the things Brian has learned in his 30 years, here are the top 30 highlights or “Thirty for Thirty” in no particular order!
Proud member of the Oak Brook Chamber of Commerce and the Glen Ellyn Chamber of Commerce
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