April 3, 2024
Forbes Best-In-State Wealth Advisors (2024)
CEO Robert Steinberg, JD, CPA, CFP® and Managing Partner Dan Seder, CFA®, CMT, CFP® were both named Best-in-State Wealth Advisors under the Michigan – High Net Worth category by Forbes – SHOOK RESEARCH: ranking #18 and #19 respectively.
Click here to view the full methodology used for ranking.
