Stewardship Financial Advisors Named to Forbes 2018 Best-In-State Wealth Advisors!
Feb 15, 2018 – Stewardship Financial Advisors is pleased to announce it has been named to the Forbes 2018 Best-In-State Wealth Advisors! Visit https://www.forbes.com/best-in-state-wealth-advisors to learn more!
Charles Pyke, the firm’s founder, is listed as the recipient of this prestigious award, but he credits the entire Pyke Family of Firms team and its’ clients for helping fulfill the firms’ mission statement of “Helping people to be good stewards of all that has been entrusted to them.” Charles Pyke says, “The Pyke Family of Firms is truly unique in its’ holistic approach to wealth management because we consist of not only Certified Financial Planners (CFPs) but also Certified Public Accountants (CPAs), Estate Planning and Elder Law Attorneys (CELAs), MBAs, and a plethora of other credentials. We take a team approach in using our credentials to create and continually implement solutions to address our clients’ greatest financial fears: ‘Am I going to run out of money in retirement?’ “Am I on the right track in preparing for retirement’ ‘What will happen to my family if I were to have a long-term care event or pass away?’ ‘Are my assets properly protected?’ ‘Am I paying the least amount in taxes?’ just to name a few.” To learn more about our firms and our process visit www.stewardshipfinancialadv.com and www.cpyke.com
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research , is based on an algorithm of qualitative criteria, mostly gained through telephone and in person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
SHOOK scours the financial services industry-banks, brokerages, custodians, insurance companies, clearing houses and others for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. As of this date, SHOOK has received over 21,000 nominations-advisors who meet SHOOK’s thresholds. SHOOK invited 5,089 of these nominees to complete an online survey.
Unlike other advisor rankings, SHOOK is not a “robo-ranker”-numbers such as production and assets don’t tell the whole story, especially when much of the data is self-reported. SHOOK Research creates rankings of role models-advisors that are leading the way in offering best practices and providing a high-quality experience for clients. A focus on both quantitative and qualitative factors, including telephone and in person meetings, is imperative.
Listing in this publication is not a guarantee of future investing success. This recognition should not be construed as an endorsement of the advisor by any client.
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the meia, or an other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions for how to choose the right Financial Advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.