Forbes Best-In-State Wealth Advisor
Gregory Munster was recognized as a Best-In-State Wealth Advisor in 2022.

The Forbes Best-In-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue 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.


Five Star Wealth Manager Award
Gregoy Munster was recognized as a Five Star Wealth Manager in 2013, 2014, 2016, 2018, 2019, and 2020.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,048 Columbus wealth managers were considered for the award; 71 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019 - 1,061 Columbus wealth managers were considered for the award; 79 (7 % of candidates) were named Five Star Wealth Managers. 2018 - 1,165 Columbus wealth managers were considered for the award; 67 (6% of candidates) were named Five Star Wealth Managers. 2016 - 712 Columbus wealth managers were considered for the award; 112 (16% of candidates) were named Five Star Wealth Managers. 2014 - 1,333 Columbus wealth managers were considered for the award; 133 (10% of candidates) were named Five Star Wealth Managers. 2013 - 968 Columbus wealth managers were considered for the award; 97 (10% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

Certified Financial Planner™ 
A Financial Advisor with the CFP® (CERTIFIED FINANCIAL PLANNER™) certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most nationally recognized certifications in the financial services industry.

To earn the CFP® certification, Greg had to meet rigorous educational, examination, and experience requirements. To maintain the CFP® certification, Greg must complete 30 hours of continuing education each reporting period and two hours of CFP Board approved ethics continuing education. Further, CFP® certification requires that each financial planner agrees to and adheres to the CFP Board’s Code of Ethics and Professional Responsibility and to Financial Planning Practice Standards.


Chartered Retirement Planning Counselor
Greg Munster holds the CRPC® designation which required him to complete a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, Greg had to pass an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

To maintain this certification, Greg has to renew his designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.