Donald Hershberger Jr. Honored: Best-In-State Wealth Advisor, Forbes Magazine
Paramount Wealth Management is thrilled to announce that Paramount’s very own, Donald V. Hershberger JR. CFP®, AIF®, CRC®, has yet again been recognized on the 2021 Forbes Best-in-State Wealth Advisor list!
The Forbes Best-In-State list ranks and recognizes advisors that have demonstrated great success, integrity and levels of professionalism in their practice. Hershberger was chosen based on his firm’s assets under management, experience and dedication towards clients’ best interests.
“It is a privilege to once again be nominated to this prestigious list and recognized as one of the top independent financial advisors in the State of Michigan and in the country,” Hershberger said. “As proud as I am, this would not have been accomplished without the steadfast dedication from every single member of the Paramount Wealth Management team. The quality of service, lasting relationships and the willingness to always go the extra mile are what the Paramount team tries to deliver each and every day and I couldn’t be prouder.”
Hershberger has over 37 years of experience in the financial planning industry, and his constant passion and desire to help clients achieve their financial goals has again placed him in the highly esteemed Forbes ranking.
As founder of Paramount Wealth Management, based in Jackson, Michigan, Hershberger and his team provide sound, comprehensive financial guidance through every season of life.
Visit www.paramountwealth.com or contact us to learn more!
About Raymond James Financial Service
As of 12/31/2020 Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at raymondjames.com.
About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.
Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is 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 weights 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com.
Raymond James Financial Services, Inc., member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Paramount Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services.
