|
The Showalter McCormick Financial group was named Best-in-State Wealth Management Teams for 2023 and 2024. In addition, Andrew McCormick and Todd Showalter, Senior Private Wealth Financial Advisors, were named Forbes Best-in-State Wealth Advisors in 2020,2021,and 2022. Andrew and Todd lead a full-service wealth management team providing holistic, personalized advice to affluent individuals, families, and their estates. Our team works with corporate executives, family offices, entrepreneurs, and leaders in their respective industries to develop appropriate strategies and supporting tactics to help them achieve their financial goals. |
|
Our team focuses on the issues that matter most to the clients we serve. We strive to understand the VISION you have for you and your family and the COMMITMENT you have made to living in accordance with your vision. Likewise, we understand specific GOALS you wish to achieve along the way. We then work together to help execute the appropriate STRATEGIES, TACTICS, and TOOLS to help get you there. |
*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 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.
*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 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). 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.