Altoona, WI – May 30, 2025 – Bernicke Wealth Management is proud to announce that Ty Bernicke, CFP®, President and CEO, has been named to the Forbes 2025 Best-In-State Wealth Advisors list. This marks the eighth consecutive year Ty has received this prestigious recognition, which spotlights top-performing financial advisors who demonstrate exceptional client service and industry leadership.
“Bernicke Wealth Management takes pride in striving to do what is best for our clients, being transparent, and positively impacting their lives,” said Ty Bernicke. “Having those efforts recognized for another year is a tremendous honor.”
The Forbes Best-In-State Wealth Advisors list, developed by SHOOK Research, highlights advisors with at least seven years of experience who excel in delivering best practices and high-quality experiences for their clients. The selection process is rigorous, involving both qualitative and quantitative assessments, including in-person and telephone due diligence meetings. Advisors are evaluated on metrics such as client retention, assets under management, compliance records, industry experience, team dynamics, community involvement, investment process, and client best practices.
The Forbes Best-In-State Wealth Advisors ranking 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 the absence of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings, ensuring the integrity of the recognition.
