Advance Capital Management of Southfield financial advisers Ryan Sheffer, Michael Hohf, and Daniel McHugh have been named to the 2023 Forbes Best-in-State Wealth Advisors list.
All three advisers are ranked for the state of Michigan, and they have been listed by Forbes magazine multiple times.
“We are honored to be recognized by Forbes and SHOOK Research for this distinction,” says Ryan Sheffer, financial adviser and certified financial planner (CFP).
As a financial adviser, he incorporates all elements of his clients’ financial lives into personalized financial plans, including investment portfolio advice, retirement planning, tax strategies and saving for college.
The annual list recognizes top-performing advisors in each state, based on an algorithm of both qualitative and quantitative factors, including revenue trends, assets under management, service models, compliance records, and industry experience.
According to Forbes, there are 7,321 advisors on the Best-In-State Wealth Advisors list, collectively managing nearly $11 trillion in assets. The ranking is developed by SHOOK Research, and neither Forbes nor SHOOK receive compensation in exchange for placement on the list.
“We believe this recognition is a testament to the support and trust of my clients, who have helped us achieve success as financial advisers,” says Michael Hohf, who also is a financial adviser and CFP.
He provides comprehensive wealth management solutions, such as retirement planning and investment advice, to help clients work toward achieving their financial goals.
Sheffer, Hohf, and McHugh provide comprehensive financial planning and investment management services to clients. They typically serve households with account sizes ranging from low six figures to more than $1 million.
