Kelly Graves, CFP® of Wealth Enhancement Group’s Charlotte, NC office, has been recognized in the 2022 “Best-In-State Wealth Advisors” ranking by Forbes. This is the fifth consecutive year that Kelly has been included on the list.*
CEO of Wealth Enhancement Group Jeff Dekko said, “I am pleased to announce that Kelly Graves has been named on Forbes list of Best-In-State Wealth Advisors. This is one of the most prestigious lists an advisor can be named on in our industry, and I am proud of his accomplishment. This honor is a direct result of Kelly’s hard work and dedication to his clients. Congratulations to Kelly and his entire team!”
This elite list annually recognizes the country’s top-performing financial advisors who are leading the way in offering best practices and providing a high-quality experience for their clients. Top advisors are presented on a state-by-state basis and the ranking is based on industry-specific qualitative and quantitative factors.
Kelly is ranked at #9 in North Carolina - West, and he is one of six advisors from Wealth Enhancement Group who have been named to the Forbes Best-In-State Wealth Advisors ranking this year.
Awarded on 2/27/18, 2/20/19, 1/16/20, 2/11/21, and 4/7/22 for the one-year period ending June 30th of the previous year.
About the Research Process
The Forbes ranking of Best-In-State Wealth Advisors is developed by SHOOK Research. Each advisor selected by SHOOK Research is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue production, and assets under management. SHOOK Research is the only rating firm that interviews advisors via telephone and in person. Portfolio performance is not an explicit component of the evaluation criteria. The award is not indicative of a professional’s future performance and may not be representative of any one client’s experience. SHOOK Research received almost 35,000 nominations based on high thresholds and qualifications. Approximately 20% were named to the final list. Learn more about the ranking methodology here.
About Forbes
Forbes (www.forbes.com) champions success by celebrating those who have made it, and those who aspire to make it. Forbes convenes and curates the most influential leaders and entrepreneurs who are driving change, transforming business and making a significant impact on the world. The Forbes brand today reaches more than 150 million people worldwide through its trusted journalism, signature LIVE and Forbes Virtual events, custom marketing programs and 47 licensed local editions in 80 countries.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Maggie Habashy, Director of Communications and Brand, Wealth Enhancement Group
(763) 401-5396
mhabashy@wealthenhancement.com
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.