Forbes Award
Forbes Best-In-State Award
Forbes recently recognized Financial Management, INC. as on of Southern Virginia's Best-In-State Wealth Advisors. We are happy to share this exciting news and give you some insight into how the list is compiled.
Here's what Forbes had to say:
"Research has found the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning and help them live better lives. This is how we think about our research process every day. If we're going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone we are thinking to ourselves: Is this someone that can offer impact. And would we recommend this advisor to a friend or family member?'"
Read more about how Forbes determines how an advisor makes the list.