MINNEAPOLIS (02/20/20) – Wealth Enhancement Group, an independent wealth management firm that oversees approximately $17 billion in client assets*, has announced that 8 financial advisors based out of Fulton, MD have received the 2020 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 never get tired of sharing the news when advisors are recognized for the fine work that they do, like those from our Fulton office who have been named recipients of the 2020 Five Star Wealth Manager award. These advisors work diligently to help clients achieve their financial goals and feel confident about their future”.
2020 Baltimore Five Star Wealth Manager award recipients are:
- Robert H. Carson, eight-time winner (2013-2020)
- Chris Dionot, six-time winner (2015-2020)
- Jon Giordani, two-time winner (2019 & 2020)
- Donald S. Hannahs, seven-time winner (2014-2020)
- Robert B. Hewitt, two-time winner (2019 & 2020)
- Jared Knowles (2020)
- Brian Kuhn, six-time winner (2015-2020)
- Timothy Kvech, nine-time winner (2012-2020)
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.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services nationwide. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has 31 offices nationwide.
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.