Advance Capital Management Advisor Named One of America’s Top Next-Gen Wealth Advisors
Daniel McHugh earns a spot on Forbes magazine’s coveted top advisor list for the second year in a row.
Southfield, MI, July 31, 2019 --(PR.com)-- Advance Capital Management is pleased to announce that Daniel McHugh has been named as one of the 2019 Top Next-Gen Wealth Advisors by Forbes Magazine. The list recognizes 250 rising advisors (those born in 1980 or later) who help manage over $490 billion in client assets. For McHugh, this marks his second year in a row on the list.
“I’m extremely honored and grateful to be listed again as a top advisor in the country,” said McHugh, financial advisor and Certified Financial Planner™. “But I am most grateful for the opportunity to help my clients achieve their financial goals.”
The Forbes Top Next-Generation Wealth Advisors list is produced independently by Forbes magazine in collaboration with SHOOK Research, a financial services rating firm. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. There are no fees or other considerations required for nomination.
McHugh, who was also named to Oakland County’s Elite 40 Under 40 Class of 2019, is the only Michigan advisor listed from an independent firm (i.e., not representing a national wirehouse) listed.
“Recognition as a top advisor is the direct result of the tremendous support from my clients and my firm,” McHugh said. “It’s our belief that helping people reach their financial goals is about building relationships, not just crunching numbers.”
McHugh and the rest of the Advance Capital Management team manage more than $2.7 billion in assets, serving households with account sizes ranging from low six figures to more than $1 million. They specialize in helping people transition from their working years to retirement.
About Advance Capital Management: For more than 30 years, Advance Capital Management has helped thousands of people with personalized financial planning and investment management services. Advance Capital Management has $2.7 billion in assets under management and over 5,000 investment advisory clients. Headquartered in Southfield, MI, it also has offices located in Grand Rapids, MI, Independence, OH, and Lisle, IL. The Financial Times named the firm a Top 300 Financial Adviser in the country. InvestmentNews magazine recognized it as a Top Fee-Only RIA and one of the Best Places to Work for Financial Advisers. The firm has also been recognized as one of the largest money managers in metro Detroit by Crain's Detroit Business, largest RIAs by Crain’s Cleveland Business, and top area wealth management firms by Grand Rapids Business Journal.
“I’m extremely honored and grateful to be listed again as a top advisor in the country,” said McHugh, financial advisor and Certified Financial Planner™. “But I am most grateful for the opportunity to help my clients achieve their financial goals.”
The Forbes Top Next-Generation Wealth Advisors list is produced independently by Forbes magazine in collaboration with SHOOK Research, a financial services rating firm. Each advisor is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews, industry experience, compliance records, revenue produced and assets under management. There are no fees or other considerations required for nomination.
McHugh, who was also named to Oakland County’s Elite 40 Under 40 Class of 2019, is the only Michigan advisor listed from an independent firm (i.e., not representing a national wirehouse) listed.
“Recognition as a top advisor is the direct result of the tremendous support from my clients and my firm,” McHugh said. “It’s our belief that helping people reach their financial goals is about building relationships, not just crunching numbers.”
McHugh and the rest of the Advance Capital Management team manage more than $2.7 billion in assets, serving households with account sizes ranging from low six figures to more than $1 million. They specialize in helping people transition from their working years to retirement.
About Advance Capital Management: For more than 30 years, Advance Capital Management has helped thousands of people with personalized financial planning and investment management services. Advance Capital Management has $2.7 billion in assets under management and over 5,000 investment advisory clients. Headquartered in Southfield, MI, it also has offices located in Grand Rapids, MI, Independence, OH, and Lisle, IL. The Financial Times named the firm a Top 300 Financial Adviser in the country. InvestmentNews magazine recognized it as a Top Fee-Only RIA and one of the Best Places to Work for Financial Advisers. The firm has also been recognized as one of the largest money managers in metro Detroit by Crain's Detroit Business, largest RIAs by Crain’s Cleveland Business, and top area wealth management firms by Grand Rapids Business Journal.
Contact
Advance Capital Management
Jacob Schroeder
800-345-4783
www.acadviser.com
Jacob Schroeder
800-345-4783
www.acadviser.com
Contact
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