Forbes' Best-in-State Wealth Advisors List for 2021

Virgil Kahl, CPA, CFP® of Spring Ridge Financial Group Honored in Forbes' Best-in-State Wealth Advisors List for 2021

 

Wyomissing, Pennsylvania (February 11, 2021) Spring Ridge Financial Group, a provider of financial services in Wyomissing, Pennsylvania, announced that its President & Owner Virgil Kahl, CPA, CFP® has been named to Forbes’ list of Best-in-State Wealth Advisors for 2021. The list is published on forbes.com.


According to Forbes, a leading financial publication, the ranking is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. 

 

About Spring Ridge Financial Group 

Spring Ridge Financial Group, located at 1210 Broadcasting Rd., Suite 100, Wyomissing, PA 19610 provides individuals and organizations with financial guidance and customized strategies for each client. For more information, please visit www.springridgefg.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

 

The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com

 

1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 

2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. 

Virgil Kahl