Congratulations to Patrick Swift, Matt Liebman, and Aaron Marks for making the 2026 Forbes | SHOOK Research Best-in-State Wealth Advisors list!
This recognition reflects a commitment to thoughtful advice, strong client relationships, and doing the right thing over the long term. The ranking is based on rigorous, in-person due diligence and is not influenced by fees.
Source: Forbes.com (Awarded Apr 2026) Data compiled by SHOOK Research LLC based on time period from 6/30/24 – 6/30/25.
Link to Methodology: https://www.forbes.com/sites/rjshook/2026/04/07/methodology-forbes-americas-top-wealth-advisors-2026/