What a year 2020 was. A roller coaster of fear and surprise. But one bright spot happened late in the year when one of our advisors, Chad Smith, CFP® was selected as one of Investopedia’s 100 Top Financial Advisors of 2020. He is one of three financial advisors on this list from North Carolina.
Top Advisor Contributions
Investopedia states that the list celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
Thank You for Your Trust
We’re really proud to have Chad as a member of our team and a leader of our firm that enhances the lives of our clients and those in the community on a daily basis. Additionally, we’d like to thank all of our clients for the trust you’ve placed, not only in Chad, but the firm as a whole as we’re striving to live out our vision every day of enhancing today and enriching tomorrow for you and your family.
If you’ve been looking for a way to start the New Year on the right financial foot, check out our 12 step checklist for actionable steps you can take to make this year your best one yet.
About the Methodology
Investopedia states that their ‘proprietary methodology focuses on awarding financial advisors who have demonstrated a top-of-the-industry ability to reach the largest and most diverse financial and investing audience. That reach is measured by the impact and quality of the advisor’s published work, public appearances, online following, and commitment to financial literacy across diverse communities. The 2020 Investopedia 100 also heavily weighed peer-to-peer nominations, highlighting the most influential advisors who were recommended by their peers. We receive no compensation from placing advisors on our list, nor does an advisor’s appearance on our list constitute an individual endorsement by Investopedia of such advisor.’
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