Bernicke Wealth Management is proud to announce that Ty Bernicke, President and Executive Wealth Manager, was recognized on the Forbes 2024 Best-In-State Wealth Advisors list. This is the seventh consecutive year Ty has received this recognition. The list spotlights qualified financial advisors with at least seven years of experience. These wealth advisors are also leaders in offering best practices and providing high-quality experiences for clients.
“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.”
Forbes Best-In-State Research Process
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:
Client retention
Assets under management
Compliance records
Industry experience
Team dynamics
Community involvement
Investing process
Best practices with clients
About the Forbes 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.
For details about the methodology or the complete list, visit the Forbes Best-in-State Study.
About Ty Bernicke
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
Visit Ty Bernicke’s profile.
