Litman Gregory Senior Advisor Chris Wheaton, CPA, CFP® has been named by Forbes as Best-in-State Wealth Advisor for 2022, the third year in a row. Published on Forbes.com, this annual list spotlights top advisors from across the country 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 proud to see Chris earn this outstanding recognition for three consecutive years,” said LGWM/iMGP CEO Jeff Seeley. “Having our advisory team member included in this Forbes list of talented advisors is a testament to how well they, and our broader team, guide and serve our clients’ interests first, especially during challenging and volatile environments.”
“I am honored to be included again on Forbes’ Best-in-State Wealth Advisors list. Since serving our clients is a team effort, I want to recognize our client service, operations and research team members who serve as the backbone to the exceptional service Litman Gregory advisors deliver to our wealth management clients.” said Chris.
Chris joined Litman Gregory in 1997. He has over 25 years’ experience in the investment industry serving individuals, family groups, endowments, foundations, and retirement plans. Chris’ specialties include income tax planning, financial planning, and retirement planning.
The full list of Forbes Best-In-State Wealth Advisors can be viewed here.
The 2022 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, 32,000 advisors from across the U.S. were nominated, and over 15,000 were interviewed by SHOOK Research analysts. This year’s list covered 5,224 financial advisors in the U.S. Neither Forbes nor SHOOK receive a fee in exchange for rankings.