We are honored to announce that The Nunley Group has been recognized as a 2024 Forbes Best-In-State Wealth Management Teams.1
From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
1 Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024;
Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23.
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.
Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23.
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 Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.