Forbes 2021 Best-In-State Wealth Advisors Includes 5 Colony Group Wealth Advisors

Forbes has recognized five of The Colony Group’s Wealth Advisors in their 2021 Best-In-State Wealth Advisors list.

Colorado – Craig Jones, JD, MBA, CPWA®, Senior Wealth Advisor, Managing Director, Rocky Mountain Region

Florida (South) – Richard Steinberg, CFA, Chief Market Strategist

Maryland – Ron Rubin, President, Vice-Chair

New York (Excluding NYC)– Max Haspel, Principal, Managing Director & Senior Wealth Advisor

Virginia (South)– Jeremy Kuhlen, CFP®, CRPS®, AIF®, Vice President & Senior Wealth Advisor

R.J. Shook, president and founder of SHOOK Research, the company that developed the methodology for the Forbes Best-In-State ranking, said that their “research found that the very best advisors are laser focused on having a positive impact on their clients’ lives.” He went on to point out in the Forbes Best-In-State 2021 Methodology that, “They want to add meaning, help them live better lives.”

Forbes states that they don’t want 300,000 nominations so they set high thresholds and qualifications to be considered. Of the 32,000 nominations received, less than 25% were invited to complete the online survey.

“The wealth advisors at The Colony Group are deeply committed to their clients and our company,” said Michael Nathanson, Chairman & CEO of The Colony Group. “I believe that Craig, Rich, Ron, Max, and Jeremy are among the most talented financial advisors in the industry. It is gratifying for our entire team to see them receive the recognition that comes by serving their clients, company and communities so well.”

The Colony Group congratulates Craig, Rich, Ron, Max, and Jeremy on their inclusion in Forbes’ selective list.

Disclosures:

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).