OAK BROOK, Ill., Feb. 26, 2019 /PRNewswire/ -- Scott Schuster, CFP®, CPA has been named to Forbes' list of Best-In-State Wealth Advisors for 2019. Schuster is the Founder and Managing Partner of Dashboard Wealth Advisors, an independent wealth management practice based in Oak Brook, Ill.
Dashboard Wealth Advisors serves uniquely successful families nationwide. The team's personalized and holistic approach strives to help their clients gain clarity and control over their financial future through the use of a proprietary Dashboard Planning Process.
Forbes is an American business magazine and a leading source for reliable business news and financial information. The Forbes ranking of Best-In-State Wealth Advisors includes more than 3,000 advisors who have been ranked in their respective states by SHOOK Research.
"I am thrilled and humbled to be ranked among the leading advisors in Illinois for the second year in a row," said Schuster. "I believe this is a testament to the awesome power of our Dashboard – it truly is the ultimate tool to provide clarity and transparency into every aspect of the financial lives of the wonderful families we serve."
Click here to view the Best-In-State Wealth Advisors List.
Nearly 30,000 nominations were received for the Forbes recognition. According to Shook, rankings are based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue trends, and assets under management. Advisors considered have a minimum of seven years experience. The algorithm also weights best practices in the industry and the advisor's approach to working with clients. Portfolio performance is not a criteria. Out of 29,334 advisors nominated by their firms, 3,477 received the award. Neither Forbes nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dashboard Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
SOURCE Dashboard Wealth Advisors