We would like to congratulate Edge Capital Group advisors, Harry Jones and Will Skeean, on making Forbes’ Best-In-State Wealth Advisors list for 2021. Edge Capital is proud of Harry and Will for their tireless efforts to provide the highest level of service to help clients define and pursue their financial goals during the trying times of 2020.
“I’m honored to be recognized by Forbes and am grateful to the Edge team who have helped achieve year over year growth while continuing to provide exceptional client service,” said Harry Jones, Managing Partner, upon learning the news of his placement on the Forbes’ list.
“While Harry and I might be the advisors to be recognized by Forbes, our team at Edge Capital and our exceptional clients deserve all the credit” said Partner, Will Skeean.
This yearly list spotlights the nation’s top-performing advisors, evaluated based on a methodology developed by SHOOK Research. The wealth advisors on the list manage more than $6 trillion in client assets. Forbes receives over 32,000 nominations with only 13,114 advisors being asked to proceed to the interview and only 5,000 making the list.
The Forbes ranking developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted in-person, by telephone and virtually to evaluate best practices, level of service, investing process and compliance records. SHOOK also evaluates quantitative data, such as revenue trends and assets under management. For more information about our methodology, click here.
About Edge Capital Group
Edge Capital is an independent wealth management firm devoted exclusively to serving individuals, families, and institutions with substantial wealth. Our culture of teamwork and innovation continues to drive our evolution today. We have over 30 talented professionals serving a select number of clients from six physical locations. At Edge, we understand that significant wealth presents uniquely complex situations that modeling and off-the-shelf solutions ignore. We provide objective, comprehensive advice guided only by our clients’ best interests focusing on the combination of Investment Management, Advanced Financial Planning & Family Office Services, and Advisor Coordination to fully and completely take care of our clients.