Litman Gregory Senior Advisors Chris Wheaton, CFP®, Gretchen Hollstein, CFP® and Monica Muñoz, CFP® have been named by Forbes as Best-in-State Wealth Advisors for 2023. Published on Forbes.com, this annual list spotlights top advisors state by state who have demonstrated high levels of ethical standards and success in the wealth management business. Forbes’ selection process is based on several key factors, including their years of experience, assets under management, compliance reviews, community involvement, and their approach to working with clients.
“We are very excited to see Gretchen, Chris and Monica receive this recognition for the fourth year in a row.” said LGWM/iMGP CEO Jeff Seeley. “This further validates the trust and skill they and our entire Litman Gregory Wealth Management team bring to our clients.”
Chris joined Litman Gregory in 1997, Gretchen in 2005, and Monica in 2007. Between them, they have over 60 years’ experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. Their collective specialties include income tax planning, retirement and financial independence planning, personal financial analysis, asset allocation, next gen accumulation phase planning, and multi-generation family gift and legacy planning.
The full list of Forbes Best-In-State Wealth Advisors can be viewed here.
The 2023 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 39,000 advisors from across the U.S. were nominated, and over 17,000 were interviewed by SHOOK Research analysts. This year’s list covered 7,321 financial advisors in the U.S. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
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