Patrick Rush, CEO of Triad Financial Advisors, was recently named to the annual Forbes Best-In State Wealth Advisor list. This is the second consecutive year that Mr. Rush has made the list. The list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
“Here’s what our research has found: the very best advisors are laser focused on having a positive impact on their clients’ lives,” says R.J. Shook, president and founder, SHOOK Research. “They want to add meaning, help them live better lives. It is our belief clients are oftentimes better served by local representation.”