Honored to receive recognition
I’m excited to share that The Bedford Group has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.
Forbes rankings are developed by SHOOK Research and are created using analgorithm that includes both qualitative (in-person, virtual and telephone duediligence meetings; client impact; industry experience; review of bestpractices and compliance records; and firm nominations) and quantitative(assets under management and revenue generated for their firms) data.Investment performance is not a criterion because client objectives and risktolerances vary, and advisors rarely have audited performance reports. Certainawards include a demographic component to qualify. These rankings for eachapplicable year are based on the opinions of SHOOK Research, LLC, are notindicative of future performance or representative of any one client’sexperience and are based on data from the previous two calendar years. Forbesmagazine and SHOOK Research do not receive compensation in exchange forplacement on the ranking or its use. For more information:www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.