Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. The following advisors received this recognition: Liz Talbot (2023), Richard Steinberg (2019-2021), Ron Rubin (2018, 2020), Craig Jones (2019-2022), Jeremy Kuhlen (2019-2020), and Max Haspel (2020-2023). Ron Rubin’s 2018 recognition was based on information submitted by Bridgewater Wealth & Financial Management prior to its merger into The Colony Group on January 1, 2018. Best-in-State Next-Generation: Chris Johnson (2023)

The Colony Group’s Chris Johnson Has Been Ranked in Forbes 2023 “Best-In-State Next-Gen Wealth Advisor” List

We are pleased to announce that The Colony Group’s Chris Johnson, MBA, Senior Wealth Advisor, has been selected and ranked in Forbes “Best-In-State Next-Gen Wealth Advisor” list for 2023.

According to Forbes, this year’s Best-In-State Next-Gen Wealth Advisor list had over 42,000 nominations received for top advisors across the country. These advisors were nominated, researched, interviewed, and assigned a ranking within their respective states.

“I am excited and grateful to be recognized as a part of the Forbes’ 2023 ‘Best-in-State Wealth Advisor list’,” said Chris Johnson, Senior Wealth Advisor at The Colony Group. “This recognition and my experiences with clients show how rewarding helping clients as an advisor can be!”

Read the full list here.

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