Wealth Enhancement Group, an independent wealth management firm that oversees approximately $56.3 billion in client assets*, has announced that 11 financial advisors from their Fulton, Maryland office received the 2022 Five Star Wealth Manager award.**
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. They have partnered with Baltimore Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group said, “I am honored to announce this year’s Five Star Wealth Manager award recipients from our office in Fulton, Maryland. Each of these advisors and their team work diligently to mirror our corporate values and create long-lasting partnerships with our clients.”
2022 Maryland Five Star Wealth Manager award recipients are:
- Melinda Boyd, two-year winner (2021-2022)
- Bill Cannon, three-year winner (2020-2022)
- Robert Carson, ten-year winner (2013-2022)
- Chris Dionot, eight-year winner (2015-2022)
- Joe Evans, first-year winner (2022)
- Jon Giordani, four-year winner (2019-2022)
- Robert Hewitt, four-year winner (2019-2022)
- Jared Knowles, three-year winner (2020-2022)
- Brian Kuhn, eight-year winner (2015-2022)
- Neal Seagle, nine-year winner (2014-2022)
- Peter Smith, five-year winner (2018-2022)
About the Research Process
Candidates for the award are judged on ten eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as the individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Maggie Habashy, Senior Director of Communications and Brand, Wealth Enhancement Group
(763) 401-5396
mhabashy@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $56.3B in client brokerage and advisory assets as of 12/31/2021.
**Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 12/01/15 for the period of 6/16/15 - 11/09/15. Awarded 1/01/15 for the period of 6/16/14 - 11/09/14. Awarded 1/01/14 for the period of 6/16/13 - 11/09/13. Awarded 1/01/13 for the period of 6/16/12 - 11/09/12.