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Ty Bernicke Named To Forbes’ 2022 Best-In-State Wealth Advisors List

Ty Bernicke, President and owner of Bernicke Wealth Management, located just outside of Eau Claire in Altoona, Wisconsin, was recently recognized as a Best-In-State Wealth Advisor by Forbes for the fifth year in a row. The list spotlights exceptional financial advisors with at least seven years of experience who are proven leaders in offering best practices and providing high-quality experiences for clients.

The study looks at qualitative and quantitative data based on both in-person and telephone due diligence meetings, alongside a ranking algorithm that includes data metrics for:

“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said Bernicke. “Having those efforts recognized is a tremendous honor.” For details about the methodology or the complete list, visit Forbes Best-in-State Study.

About the Best-In-State Study

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria gained through interviews and quantitative data. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

If you’re interested in working with Ty and our team at Bernicke Wealth Management, schedule your complimentary consultation today.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.