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Rick Buoncore Named Top Wealth Advisor by Forbes

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Rick Buoncore, Managing Partner, Named Among America's Top Wealth Advisors by Forbes

 

MAI's Managing Partner Rick Buoncore has been recognized by Forbes as a Top Wealth Advisor for the second consecutive year.  This year's list recognizes the top 250 advisors across the country, and Rick is named 140.

Forbes' Top Wealth Advisors is based on an algorithm of qualitative criteria and quantitative data. Advisors are nominated by their firm and assessed by Shook Research, an independent third-party research firm, based on a set methodology. To be considered, the advisor must have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Advisors participate in telephone and in-person interviews as part of the process, as well.

We are honored to be included for the second time on such an exclusive list of wealth advisors. MAI remains dedicated to providing holistic, trustworthy advice and planning strategies to support our clients in meeting their financial goals.

Advisors do not pay a fee for placement on Forbes’ Top Advisor rankings, which are independently determined by Shook Research. Advisors with listings in bold have paid a fee to do so. To view this year's list, please visit: https://www.forbes.com/top-wealth-advisors/#45c993581a14

 

In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.

Forbes America's Top Wealth Advisors: Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

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