MATT ATCHISON NAMED TO 2019 FORBES LIST OF BEST-IN-STATE NEXT-GENERATION ADVISORS

OMAHA, Nebraska—Matt Atchison, Executive Vice President at Southwestern Investment Group and financial professional with Raymond James Financial Services, was recently named as the #2 planner on the Forbes list of Best-In-State Next-Generation Advisors in the state of Nebraska, which recognizes advisors from national, regional and independent firms.

“It’s exciting to be ranked among our state’s top next-generation wealth advisors,” Atchison said. “I think it’s a testament to my partners, Sara Clegg, Financial Advisor, and Casey Newburn, who together we work to serve our clients.”

The Forbes ranking of “Best-In-State Next-Generation Advisors,” developed by Shook Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of four years of experience and weighing factors like telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, and firm nominations. It also weighs quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor Shook receives a fee in exchange for rankings.

Atchison, who manages more than $130 million in client assets, offers his clients comprehensive financial planning services, with a specialty in professional money management, retirement and tax planning strategies, with a focus on exceptional customer service. The Atchison Wealth Team is located at 15808 West Dodge Road, Suite 103 in Omaha, Nebraska.

Data provided by SHOOKTM Research, LLC as of 3/31/2019.

SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.  This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com.

Legal Disclaimer

More Articles

  • african-american-professional-male-working-at-desk

    8 Year-End Tax Planning and Financial Services Tips

    December 2, 2020

    Can you believe another year has already flown by?  As we move

    Read More

  • jackson-wilcox-southwestern-investment-group-headshot

    JACKSON WILCOX ACHIEVES CERTIFIED FINANCIAL PLANNER (CFP®) STATUS

    January 13, 2021

    Southwestern Investment Group’s Jackson Wilcox was recently certified by the CFP® Board

    Read More

  • father-reading-to-son-while-camping

    The Financial Planner of the Household: What You Should Tell Your Family

    June 16, 2021

    Marriage is all about teamwork and communication, a balancing of skills where

    Read More

< Back to Resources