Weaver Consulting Group is delighted to announce that our managing partner, Jason Weaver, has been recognized as #66 in the Forbes Best-In-State Wealth Advisors List for 2023, his fifth year in a row.
“A lot has changed over the past 5 years, but one thing that will continue to remain constant is our appreciation for our clients and our team’s dedication to helping them reach their goals.” – Jason Weaver
Jason co-founded Weaver Consulting Group based on a realization that advice is everywhere. Jason believes clients want a consultant that offers unbiased and personalized advice from someone who cares about them and their family. Formerly of Ameriprise Financial Advisers, Jason has devoted 26 years developing a thriving practice. The practice caters to the specific needs of pre-retired and retirees. He gained tremendous success early in his career, quickly ranking among the top 1% of over 11,000 advisers. He earned a seat on the Chairman’s Advisory Council. In 2016, Jason was one of the top 400 financial advisers in the US by Financial Times.
SHOOK Research bases the rankings on an algorithm with quantitative and qualitative criteria. This includes revenue trends, client retention data, community involvement, industry experience and in-person interviews. The criteria did exclude portfolio performance. This is because variations in client objectives and minimal audited data. Advisors on this list must have a minimum of seven years’ experience to be considered. Neither SHOOK Research or Forbes Media, LLC receive a fee in exchange for these rankings. To view the full list of recognized advisers, click here.
Weaver Consulting Group is family-run business led by CRPC-Certified Advisors. Our advisors offer 20 years of experience creating customized solutions for every kind of retirement dream. From early retirement to “unretirement” and every phase of the market cycle. We individualize every relationship to create a community of confident, informed, and inspired retirees.
Weaver Consulting Group did not make any solicitation payments to any of the award sponsors for this nomination or qualify for the award. SHOOK Research bases the rankings on an algorithm with quantitative and qualitative criteria. This includes revenue trends, client retention data, community involvement, industry experience and in-person interviews. The criteria excluded portfolio performance. This is because variations in client objectives and minimal audited data. Also, advisors on this list must have at least seven years’ experience for the nomination.
Jason Weaver Forbes 2023