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Michael S. Schwartz, CFP(R), AEP(R) Receives Forbes' Best-in-State Wealth Advisors Awards 2025 Recognition
"I'm honored to be recognized by Forbes and included in their 2025 ranking of Top Wealth Advisors," said Michael S. Schwartz, CFP®, AEP®, CEO of Magnus Financial Group. "This recognition reflects the trust our clients place in us and reaffirms our team's commitment to delivering exceptional service and guidance."
NEW YORK CITY, NEW YORK / ACCESS Newswire / April 29, 2025 / Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been recognized by Forbes' Best-In-State Wealth Advisors Awards 2025 for the seventh consecutive year.
This award adds to other recognition that Schwartz has received, including Forbes/SHOOK® Best-In-State Wealth Advisors for the last seven consecutive years, including 2025, Forbes/SHOOK® Top Financial Security Professional in 2024, 2023, 2022, and 2021, WealthManagement.com's Thrive List of Fastest-Growing Advisors in 2019, and Financial Times' FT Top 400 Financial Advisor List back in 2017.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual, and in-person due diligence interviews and quantitative data. Those advisors that are considered for the ranking have a minimum of seven years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, and industry experience.
SHOOK Research creates rankings of role models-advisors who are leading the way in offering best practices and providing a high-quality experience for clients. The full methodology can be viewed online.
About Magnus Financial Group:
Magnus Financial Group LLC is an SEC-registered, independent investment advisory firm located in New York City. Magnus provides customized wealth management and financial planning services for clients in all phases of their lives. As an independent RIA, Magnus provides high-quality service with a personalized client approach. Magnus was founded in 2017 and consists of a team of wealth advisors and personnel that support a variety of departments, including investment and insurance operations, research and trading, and compliance.
For more information on Magnus Financial Group and our services, visit our website at https://magnusfinancial.com
For media inquiries, please contact:
Rachita Sharma of Blue Ocean Global Technology at 917-720-3036
Contact Information
Rachita Sharma
CMO, Blue Ocean Global Tech
[email protected]
(917) 720-3036
SOURCE: Magnus Financial Group LLC
View the original press release on ACCESS Newswire
D.Cunningha--AMWN